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

To: james m. schultz who wrote (2421)	2/8/1999 9:14:00 PM
From: Triffin	Read Replies (2) \| Respond to of 20297

CKFR....A candidate for MF Rule Breaker Portfolio?? -------------------------------------------------- Have your Foolish name in mind and then register to be a Fool, if you haven't already. Then visit us on the Rule Breaker message board. The latest stock under discussion for being a potential Rule Breaker is CheckFree (Nasdaq: CKFR). Is it a Rule Breaker? EOM------------------------------------------------------------------ FWIW if they add CKFR to their port..+20% pop at least Boring Port adding GTW tomorrow.. Jim in CT..

To: james m. schultz who wrote (2421)	2/8/1999 9:18:00 PM
From: g_m10	Read Replies (1) \| Respond to of 20297

freeedgar.com Something about one of the T. Rowe Price Funds reporting ownership of 3,245,300 shares.

To: james m. schultz who wrote (2421)	2/8/1999 10:48:00 PM
From: 007	Read Replies (1) \| Respond to of 20297

I agree that electronic banking is about to boom, but why CKFR? <Because of the economies of scale that CKFR can provide its customers, AND its relationship with the banking/financial community, CHFR is and will be the market leader. That IS barrier to entry. Period.> So in essence, you believe that CKFR's current lead plus a continuing volume advantage create economies of scale that will maintain its leadership. I'm skeptical of your argument, but I don't know enough about the industry to assess your position fairly; maybe you could elaborate. I suspect that there may be barriers to entry, but again, I don't know enough about this to see any. The key question: Are there any barriers to entry? In other words, is this just today's posterboy for EBPP, or is this really a Gorilla? 007