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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 (1845)	1/26/1999 7:17:00 PM
From: TLindt	Respond to of 20297

>>>>Is Yahoo! (or whoever) the "Internet distribution contract" they refer to? If so, why will they spend money and not see any returns this year? Jody, CheckFree has spent hundreds of millions to get us to this point, if it takes 4 million to hook all this that they have been working for into a portal for distribution that's a cheap date. I see they got 12 Million on an Income Tax carry back which accounted for the 22 cents. Not bad, they bought 31 million of their own shares get back 12 Million from uncle...net 19 Million...worth 150 Million. This is good....should be some more Tax carry backs to come too.

To: Jody Ritchie who wrote (1845)	1/26/1999 10:48:00 PM
From: Cymeed	Read Replies (1) \| Respond to of 20297

<<< Is Yahoo! (or whoever) the "Internet distribution contract" they refer to? If so, why will they spend money and not see any returns this year? Did I mis-read something? >>> I just hope the not-announced part will be the clause to exclude Transpoint or any other competitors for ever to be utilized on Yahoo. If this is the case, the $6 million investment in the next 6 months should be well worthwhile. The reason they can't get any revenue is because it will take them approximately 6 months to set up the infrastructure and running. Before then , no revenue is expected. It sounds good to me. The question and my worry is, does this mean we will have to spend another $6 million on AOL, another $3 million on Excite, another $4 million on Lycos, another $2 on Mindspring, ..... ? Whoever attending tomorrow's CC, please try to crack as much information as possible regarding the details of this contract. It seems the big boys already know the details, because Gartners Group already said "it's terrific for CKFR." We need to know how terrific it is and why.