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


To: Big Al who wrote (1574)1/22/1999 10:57:00 AM
From: Benny Baga  Read Replies (1) | Respond to of 20297
 
>>>What does the stock do if earnings come in at +.01, right on expectations?

Actually I believe the consensus estimate is for +.00, although you could probably consider +.01 the whisper. I'll be satisfied with +.00, because the IMO the outlook is much more important than the penny. I do think you are correct, subscriber growth will be looked at very closely.

Benny(IMHO)



To: Big Al who wrote (1574)1/22/1999 11:01:00 AM
From: TLindt  Read Replies (2) | Respond to of 20297
 
>>>I think this is a good possibility yet,sequential subscriber growth is a key for the analyst.

Agreed...we need to get back to those 200,000 new subscribers every 90 day numbers we had prior to last summer...like pronto....to tread water at these levels. That's the most important thing with this company IMO.

Almost seems you could benchmark it on that 200,000...ie we go up or down based were we are in relation to that..thinking out loud.