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

To: Jody Ritchie who wrote (1621)	1/25/1999 1:01:00 PM
From: JimNewby	Respond to of 20297

Last Qtr reported -.05 and consensus & Whisper is .00 this quarter. Let's see what tomorrow brings? (today's great). Jim

To: Jody Ritchie who wrote (1621)	1/25/1999 1:17:00 PM
From: zuma_rk	Read Replies (2) \| Respond to of 20297

Something that just dawned on me... Please correct me if I'm wrong, but CF, IMHO, has a very good record in hitting its "controllable" goals and objectives. Recall such major goals as the transition to Genesis, picking up the VA operations from Integrion, and selling various non-core divisions. In fact, to put things in perspective, let's keep in mind that CF actually HIT its targets back in June, as it did again in September (again, correct me if I'm wrong, here). It was the forecast of FUTURE results (and not the current quarter's numbers), that caused the markets to punish Pete and Co. And, if you buy into the company's explanation (which I do), its forecast went sour due to reliance (and over-optimism) on "uncontrollable" external factors -- namely, the adoption rates by banks and the related rates at which certain subscriber contract minimums could be hit. Everything else that CF could reasonably control was going according to plan, and, on top of that, the company is consistently cashflow positive (an important plus that has bankrupted numerous other great companies before they reached critical mass). The company has learned a great deal about analyst guidance, IMO, since the August debacle. In our benefit, though, it ultimately provided a unique "2-for-1" sale on CF stock and the added bonus of taking 6 million shares or so out of circulation! It takes a looonggg time for a company to reach critical mass, and there's many more lobsters to be earned along the way. RK P.S. -- Maybe it's just me, but I have this bizarre vision of Lobster Races down the hallway at Checkfree headquarters following the conference call on Wednesday.