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

To: av ram who wrote (519)	12/6/1998 10:25:00 AM
From: Benny Baga	Read Replies (2) \| Respond to of 20297

>>>Would anyone please care to explain on why revenue growth is so small? With tons of deals and all the good stuff , why revenue growth is so weak (pity 9% for latest) ...I assume you are talking about the latest quarter vs. the same quarter a year ago. You need to take in account divestitures over the last year. CheckFree has sold off many non-core products over the last year. I believe the real growth rate for the last quarter (vs. the same quarter last year) was between 24 - 28 percent. I do agree with you that CheckFree should be growing 40% a year. It will be interesting to see if the company can resume a 40% growth rate once transitions, conversions and wide spread market adoption of EBPP takes place. Just one last note. CheckFree for the most part is not a software company. CheckFree is a financial services company. Benny(IMHO)