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

To: chirodoc who wrote (530)	12/7/1998 12:16:00 PM
From: jjs_ynot	Read Replies (2) \| Respond to of 20297

Doc and TL, I see that the consolidation of activity and the entry of the large professional organizations (ORCL and EDS) into the picture as both super-positive. I agree with TL that the mode of interface between biller and ultimate payer (whether small busines or consumer) still has a lot of potential pitfalls with different organizations involved. I personally think that end of the business still has start-up pain and provider shakeout to endure for the next 12 to 24 months. At the end of that time, CKFR should have 40 to 70 percent market share of the e-bill market and inherently almost all of the payment side (likely with ORCL, EDS, etc. as partners for some segments). In 24 months, the market should be 3 to 4 times larger than today. Today's stock price should look awfully cheap in 24 months, but the road ahead may be rocky for awhile as the kinks get worked out. All of these are just pure speculation on my part.