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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 (1841)	1/26/1999 7:03:00 PM
From: Benny Baga	Read Replies (2) \| Respond to of 20297

The only surprise is this... The Company estimates incurring incremental expenses of about $4 million, as well as up to $2 million in capital spending, in fiscal 1999 in support of the agreement. Which is not a big deal, but it will be interesting to find out some details. I guess the question is, will it effect next quarter earnings, if so, how (just looking from an analyst point of view).

To: zuma_rk who wrote (1841)	1/26/1999 7:05:00 PM
From: JimNewby	Respond to of 20297

2Q Revenues 59.6m, .00 vs -.02 2Q 98, New Subscribers +5% from Q1 (2.6m), 10m transaction p/month. No surprises, no announcement of portal deal (in-process). Our recent runup may have been due to potential upside surprises that were not there. Any comments. Jim