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

To: TLindt who wrote (1576)	1/22/1999 11:15:00 AM
From: Wesley0428	Read Replies (2) \| Respond to of 20297

BankBoston has really been promoting their new online banking software "now on the Internet" for the past few months. I think they are a CKFR customer, so nmaybe they will account for a few new subs.

To: TLindt who wrote (1576)	1/22/1999 12:53:00 PM
From: BitWizrd	Read Replies (1) \| Respond to of 20297

>>>sequential subscriber growth is a key for the analyst <<< You and I and everyone on this thread knows that that is true, but the rest of the market will be looking for earnings that are better than consensus. It's sickening to see a stock tank because they didn't beat the street by enough, and I see it happening far too often in a market owned by the day traders. NETA is a fine example, quality stock on the right side of the Mo Factor. They beat estimates by a penny last week, even after getting smacked upside the head by the SEC for their aggressive treatment of R&D in progress. Now it's down nearly 16% as of today. CKFR has decided to err on the side of understatement, but unless they declare, say, .02 or better, I think we'll be eatin' $#\|+ on a Ritz again, back to 22. I hate to be a wet blanket, but that's how I see it. I'd love to be wrong.