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

To: Ron S who wrote (1091)	1/8/1999 6:03:00 PM
From: TLindt	Respond to of 20297

>>>If the company executed on a small fraction of the items which have been hinted, it would be rising rapidly like its compatriots in the tech field. Without this, confidence is slowly waning. Ron if you ever played the search engines...before they became portals. You can draw a parallel on this segment. Nobody know's it's here yet. I'm talking when Yahoo was trading at $17 went to $30 then back to the low 20's then proceeded to the $40....when excite was filing for an SPO trading at $10 with 45 days of Cash Burn in them...hell I thought they were all great buys. And I think that's where we are at now with CheckFree & E-bills. Who-Gives-A-Rip? Estimated 1 Million bills presented in all of 1998? At 32 cents a Bill...$320,000 Gross Market...50% Margin $160,000 by 50 Million shares...by whatever percentage they hold. Ain't Squat! Neither was Yahoo!, Excite, InfoSeek, or Lycos...at a time. In 1999 what we see IMO...is people getting off early, taking a couple hundred percent off this one......