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


To: Ron S who wrote (1933)1/27/1999 11:33:00 AM
From: TLindt  Read Replies (1) | Respond to of 20297
 
I'm not so worried about the 12 month targets as the 6-12 month earnings estimates which every analyst has to reduce now, not a conducive atmosphere for them to raise their targets.

Not so much a negative...it would be if growth rates were set to decline...it would be if they had underestimated their current costs of doing business....it would be if they were having trouble scaling genesis. But it ain't.

They are investing this money NOW...ahead of any launches with portals to provide the ability to scale genesis faster...in the event they picked up 1 Million new subscribers in this new channel fast. Just because they are building out for 1 Million on the fast track, doesn't mean they get 1 Million...Pete said something like..it could be 1/2 that, much less then that, none of that, or more then that.

It's one of those who the hell knows?....the only thing else I got. Is nobody else could do it now but them. That was the only given.