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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?

To: Benny Baga who wrote (297)	11/28/1998 9:32:00 PM
From: robert scheb	Read Replies (1) \| Respond to of 20297

Benny >>>Now describe EPS . OR BAMM. Go figure... Scheb

To: Benny Baga who wrote (297)	11/29/1998 6:42:00 AM
From: Spots	Respond to of 20297

>>For CKFR or AMZN? I admit stock price as a function of EPS makes more sense for CKFR than for AMZN <g>.

To: Benny Baga who wrote (297)	11/29/1998 11:21:00 AM
From: Benny Baga	Read Replies (5) \| Respond to of 20297

A very interesting, biased, and mis-leading article: techweb.com TransPoint's technology is extremely strong. We used the system to run through the entire end-to-end billing process, and were impressed with the comprehensiveness of the offering. ..Yes, Bank One, Merrill Lynch, and SCE were all so impressed that they dropped the service. Not to mention that Microsoft is using Citi as a technology solution provider. I think the point here is that there are Demo's and then there is reality. The article is two-faced because it states the technology is strong but then admits that Transpoint lacks advanced capabilities for E-mail notification, scheduling, and error handling. Hmmm, error handling seems kind of important, so I guess if TP makes an incorrect payment it just tough luck. Market may misunderstand TransPoint's target market; Citibank relationship and lock-box operations may seem like competition to many banks lol, I think the banks understand transpoint very well, TP is the competition. TransPoint can interact with portal service providers (such as Yahoo) in much the same fashion. Hmmmm...interesting, obviously a TP employee gave this info to information week. I just can't see too many portals outsourcing to Microsoft. With those three vendors-BlueGill, edocs, and TransPoint-we were able to perform a hands-on evaluation of the product In other words the did not evaluate CheckFree fairly. A very poorly written article, it fails to mention the post important thing in EBPP, the distribution channel. Whomever controls the distribution channel controls EBPP.