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

To: zuma_rk who wrote (1628)	1/25/1999 2:08:00 PM
From: TLindt	Respond to of 20297

>>>If we assume that $0.50 is a tad conservative The point was exactly that....with all these projections of e-bills going from several million of bills now to a couple Billion over the next 2 years... I'd say this either....the forecasters of the e-bill ramp up are dead wrong...Price/Waterhouse...Killen..etal. ...and the 8 or 9 CheckFree analysts are right not even considering it. ME, I agree with the forecasters, that's why I'm in the Stock....the analysts are then all wrong in my mind. Their targets are all too low and conservative. Hence my $225 in 2003. At least with making a 5 year projection...I give myself plenty of time to up my target. Hell I only got $190 on the upside left in 48 months...I might get squeezed if e-bill actually takes off on the fast track.

To: zuma_rk who wrote (1628)	1/25/1999 3:02:00 PM
From: TLindt	Respond to of 20297

>>>Tom -- I like that Michigan Math! Liked the Math huh, How about the Graph? bai.org Remember that graph from this article? bai.org Well you can't have a graph like that....and then line up 9 analysts with targets and earnings estimates like they have, and yet both be right....Not with CheckFree....no..way...I don't buy it. To me that graph on e-bills looks more like earnings growth...then what's out there currently. ie do you realize how much there stands to be made on 2 BILLION e-bills @32 cents on a 50% margin? About $10 a share? FOR SOMEBODY.... Figure CheckFree ends up with 1/2 share of the Market like they want. About $5 a share, by your 50 times....that's $150. Close to my target of $225 but not quite there. But I've still got a year left at that point...before 2003 hits. ie..that bar graph, looks like a lot like future stock prices to me. But of course I'm stupid, and proud of it.