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

To: bsl113 who wrote (2091)	1/29/1999 3:34:00 PM
From: TLindt	Read Replies (2) \| Respond to of 20297

CheckFree Partner Mobius Reports.... infoseek.com "We're now starting to see results from important marketing and development initiatives undertaken in 1998," said Mitchell Gross, president and CEO. "In particular, Internet-based billing solutions, software to support enterprise resource planning (ERP) applications like SAP(tm), and our international expansion are generating significant interest. We recently closed important contracts with Northeast Utilities for our electronic bill presentment and payment (EBPP) solution, with a major hospital supplies provider for software to support their SAP implementation, and with Asahi Bank to eliminate paper storage of tax and customer documents. A recent Japanese ruling allowing electronic storage of tax documents promises to open significant opportunities for our solutions." In November, Mobius launched its DocumentDirect(R) for the Internet/Electronic Bill Presentment and Payment software, which provides Internet access to the billing archive, giving consumers access to both current and previous bills and all documentation about their accounts and transactions. Further, Mobius and CheckFree Corporation announced their agreement to jointly market a complete EBPP offering comprised of Mobius's DocumentDirect for the Internet and CheckFree's payment services.

To: bsl113 who wrote (2091)	1/29/1999 3:50:00 PM
From: zuma_rk	Respond to of 20297

Bryan -- At least you BOUGHT e-trade. There I was, using the service to invest (and loving it), and just sat, dickering around, waiting to buy the stock on weakness... Oh well, just have to wait around for CF to be "discovered." Also, I totally agree with you re: the media. We have CNBC going here all day. You'd think that the internet was the only business on the face of the planet. When all those good folks lose half their hard-earned investment bucks on the "internet correction", all the talking heads on the tube will wonder how come no one saw it coming... If I can paraphrase TLindt and August's comments -- if Trump and Leona Helmsley and all the rest are building fancy, expensive skyscrapers all over Manhattan, sneak out there and buy the plumbing outfit (everyone's gotta flush, y'know)... RK

To: bsl113 who wrote (2091)	1/29/1999 6:13:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

But I look at where I am now and I think, "hey I found the Check Free company and this company has greater potential the E-trade". You know you new guys coming in here see the same thing that we have been talking about for over 2 years. Not to take anything away from the impressive gains in E-Trade...or Portals etal. But you know what I think you folks see, and I could be wrong here? E-Trade has competition, with AmeriTrade, DLJ, Schwab...ect. Yahoo! has competition with Excite, Lycos..ect. But when you drill it down like that on this one, CheckFree..and size up the competition? When they have a "Stranglehold" on the Market...ie all the competition combined amount to 30% of the Market...If you take the WallStreet Journal assumption that CheckFree dominates 70% of this Market. It's pretty much a no-brainer at that point. Just put your money down....and wait it out. But there has been and still is ONE critical element...the consumer. IF Consumer accepts the offer of conveince....you will most likely win like the Portals, E-Tailers, Security or E-Whatever, and win very, very, big....IF Consumer doesn't...can't get any worse then it is right now Long-Term. That is the main thought I've carried to hold onto a core position in this Company through thick'n'thin.