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

To: Glenn who wrote (2414)	2/8/1999 6:12:00 PM
From: JimNewby	Respond to of 20297

Just for fun: In the wake of the Exxon/Mobil deal and the AOL/Netscape deal, here are the latest mergers we can expect to see: Hale Business Systems, Mary Kay Cosmetics, Fuller Brush, and W.R. Grace Company merge to become Hale Mary Fuller Grace. Polygram Records, Warner Brothers, and Keebler Crackers merge to become Polly-Warner-Cracker. 3M and Goodyear merge to become MMMGood. John Deere and Abitibi-Price merge to become Deere Abi. Zippo Manufacturing, Audi Motors, Dofasco, and Dakota Mining merge to become Zip Audi Do Da. Honeywell, Imasco, and Home Oil merge to become Honey I'm Home. Denison Mines, and Alliance and Metal Mining merge to become Mine, All Mine. Knott's Berry Farm and the National Organization for Women merge to become Knott NOW.

To: Glenn who wrote (2414)	2/8/1999 6:14:00 PM
From: Islander	Read Replies (1) \| Respond to of 20297

Anyone: I am late to this thread, but perhaps not to a great opportunity. I am trying to catch up on the many posts and start my own DD, but naturally would appreciate it if anyone could give me a quick, in a nutshell, SWOT analysis (Strengths, Weakness, Opportunities, Threats). Where do you see this stock in 12 months? 3 Years? Many TIA's. Islander.

To: Glenn who wrote (2414)	2/8/1999 6:45:00 PM
From: 007	Read Replies (1) \| Respond to of 20297

Questions about CKFR's future. I'm investigating this company's business, and it appears that they are in a prime position for the coming internet banking revolution. Not being an industry insider, I don't quite understand why they are so necessary to their customers. Is there a way that CKFR can strategically dominate this field, or will they always be at risk of losing their customers? Can a bunch of inhouse employees do the same work as CKFR? Won't their expertise eventually become common tech knowledge, allowing lower margin competitors or off-the-shelf products to replace them? Why would banks continue to need CKFR after their EBBP system is setup? How do the portals fit in all of this? Is it anticipated that people will setup money accounts with Yahoo and close their current checking accounts? Thanks in advance to all who respond. Hoping to hear from all viewpoints, 007