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Gold/Mining/Energy : BCE Emergis - global e-commerce -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Kelly who wrote (309)	2/4/1999 9:58:00 PM
From: sPD	Respond to of 1341

Welcome aboard Thomas. Your timing's certainly good but not quite up to Factfinder's who's been into this company for a couple of years! I see you're covering a few bases in the EBPP niche with positions in both Emergis and CheckFree. Perhaps you read The Gorilla Game? (hope I got the reference right, I haven't read it myself). As for a possible marriage, Emergis is looking for U.S. acquisitions and partnerships I'm sure. On the other hand, Emergis does have some pretty big name U.S. e-com clients already including NationsBank-BankAmerica, Chrysler, Dell, and Freddie Mac. And now of course the new partnership with Microsoft.

To: Thomas Kelly who wrote (309)	2/4/1999 11:23:00 PM
From: rocki	Read Replies (1) \| Respond to of 1341

Interested in knowing how you found out about BCE Emergis. >>Checkfree (CKFR on Nasdaq), which has the lead in Internet billing in the US, I believe. Does anyone see a possible marriage here? NO, they are a competitor to Transpoint. Checkfree is probably the first to have e-bill but Transpoint is coming on strong. Did you notice the names who were in this competition as stated in earlier post by Richard in the Financial Post. I picked up a tidbit at the ASM that it was felt it was down to the wire between IBM(mainframe) and Emergis(windows NT). CKFR not a threat. Of course these are just opinions stated at the time. Anyway this is a major win and will reflect on future earnings. The US acquisition may not even be in e-bill sector,could be EDI, will have to wait for that one. If it is e-bill, should be compatible with Transpoint.IMHO