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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 (810)	12/21/1998 4:30:00 PM
From: Ron S	Read Replies (1) \| Respond to of 20297

Mary Meeker of Morgan Stanley, who seemed to virtually drive the market today, was quoted in last weekend's Barron's with these positive investment guidelines: "how big's the market, how high is a company's market share, and who's No. 1?" Too bad she doesn't follow this company or she might have it at EBay price levels! Internet, internet-related, what's the difference if the driving force is the same. Her guiding factors are a proper investment technique in a business likely to grow so fast the traditional guidelines don't apply. Someday, someone will use these criteria and it will blow out their calculator (or is it abacus) when this stock is so valued.