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

To: AugustWest who wrote (2154)	1/31/1999 9:18:00 AM
From: p friend	Read Replies (1) \| Respond to of 20297

The portals being fiercely competitive and on internet time, the next portal deal news could happen relatively fast. Most likely, multiple portals were in deal discussions for the entire time from last summer until last week. Pete was very silent when asked portal questions in Key Largo and it seemed he was working on this even then. I did not think it would take this long to get the first announcement. Probably, the other portals will do the deal quick now, as the structure of one deal will pave the way for them to do it similarly with confidence. Pete would not allow anything exclusive to be a part of this deal. He hasn't yet. So we can hope for a move up from 40 on the next news leak. Not a good trading stock for now, don't want to be out of any of these shares.

To: AugustWest who wrote (2154)	1/31/1999 10:25:00 AM
From: Sam Biller	Read Replies (2) \| Respond to of 20297

>This can be good and bad at the same time. The bad is that a lot of holders just wanted out with their profits. The good side is that CKFR is now in fewer, but stronger hands. This should bode well as there will likely be more selling pressure in the coming weeks, but will likely find footing in the 33-35+ range. I think it is a big unknown at this point where this stock is headed in the next few weeks. If the bills.yahoo.com site is confirmed then we could see a small run-up. Also, if H&Q reiterates a buy rating w/ a target in the $50's we could see a bump up. I've decided to hold 100% of my shares since at this point I feel the downside risk is minimal since people and institutions are starting to notice this company. I would like to see some good consolidation at this level ($40) and have a good base for another move up to the $50's buy this summer. If the internet bubble bursts, we may see this stock give back maybe 20% in a partial correlation. If we could get an analyst like Mary Meeker at MSDW start coverage, we could see $100 by the end of 99. >I would be surprised to see the price wane much below that. Unless nothing new comes of the portal deal in say a month or so. Then we will see some more buying opts. as we could test recent supports in the 27-28, 24-25, 22, 17-19, 14-16, 10-12, 9- ranges. There I ran down all the light supports to a worst case scenario. I agree w/ your light support ranges but since this stock has been a rocket ship from 18 to 40 we really don't have any solid support until the $18 level. Sam (IMHO)