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


To: micny who wrote (1496)1/20/1999 3:14:00 PM
From: Big Al  Read Replies (1) | Respond to of 20297
 
Mincy,

In light of the debacle back in August I would not be surprised if their was someone making a run at CF. The reason I say this is becauase Pete K. and Co. have done a tremendous job thus far to get CF positioned for the future of EBPP. It could be that the biggest shareholders are calling the shots to the board. Pete K. may not be in total control of CF 's destiny or hid own. The big $$$ behind CF can call the shots if there are enough of them.

I have seen it happen this way many times.




To: micny who wrote (1496)1/20/1999 3:22:00 PM
From: g_m10  Respond to of 20297
 
knowing pete, the deal would have to be incredibly lucrative for him to even consider selling to a banker. for sure, once done he'd have to be ready to exit stage left in a hurry, and never look back!
No mater how much they have to pay now, with the City's volumes they wouldn't have to wait for five years to get money back. And while others struggling to get Pay-to-Anyone capabilites, City would pick up many new customers. Needles to say, those customers - first adopters might be the most important ones with high volumes of payments.



To: micny who wrote (1496)1/20/1999 3:52:00 PM
From: g_m10  Read Replies (1) | Respond to of 20297
 
once done he'd have to be ready to exit stage left in a hurry, and never look back!

He would MVP for transitional period. I don't think any contender would want him to go for a couple of years.
Well, it is all pure speculations.
There are might be other explanations for the runup. Portals deal might be one of them. Garry might have known something when he mentioned it. Could be banks or utilities dealing with CF getting subscriber grows much above expected and leaked the info to their insiders. Anything is possible. BTW, I'd put buyout the last one.