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

To: zuma_rk who wrote (581)	12/10/1998 9:43:00 AM
From: Benny Baga	Read Replies (1) \| Respond to of 20297

>>> In summary, they indicated (quite a few times), that Integrion was having significant problems, and inferred that it was essentially dissolving. ...Pete hinted at this in Florida, basically giving me the impression that he was disappointed in IBM. I believe IBM has been dragging it's feet when it comes to Integrion and some banks are asking the question "Why do we need IBM for our web servers, etc.". Some banks feel it is better if they hook up directly with CheckFree, without IBM. >>>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. ...maybe the analyst has portal fever, I hear it's contagious. Benny(IMHO)

To: zuma_rk who wrote (581)	12/10/1998 3:04:00 PM
From: g_m10	Read Replies (1) \| Respond to of 20297

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, It would be a very good news if it dissolved. In Integrion/CKFR relations Integrion had only rights and no obligations, CKFR had only obligations and no rights. Banks could do pilots with MSFDC, CKFR wasn't even allowed to attract new customers with fair price. Banks wouldn't start paying money to CKFR until the number of subscribers reaches a certain amount, as if those "poor" bustards couldn't afford their own pilots.That was one of the reason of slow down in earnings and stock crash in August. Integrion had no power and, most probably, no means to do anything useful to push EBPP. With its death, I hope it's not just gossips, CF has its hands free. King (Integrion) has died, long live king (CKFR).