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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 (580)	12/10/1998 9:22:00 AM
From: zuma_rk	Read Replies (2) \| Respond to of 20297

Strange comments in analyst note this morning: Wheat, First reiterated buy and raised their (outdated and conservative) price target from $18 to $25. VERY strange comments in their text. In summary, they indicated (quite a few times), that Integrion was having significant problems, and inferred that it was essentially dissolving. HOWEVER, the analyst thought that this was somehow a VERY positive thing for CKFR, in that it would drive the direct-to-internet-portal model, and the banks would come back to the table when they're ready. I think we could make the argurment that Integrion may not be doing very much, but I didn't think that it was going away. One other thought -- I wonder if the dissolution of Integrion also "dissolves" the overhang of all those $21 (?) warrants out there... RK P.S. -- Pre-open bid is up nicely at $19 3/8