SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?


To: Rob C. who wrote (2461)2/9/1999 6:50:00 PM
From: TLindt  Read Replies (1) | Respond to of 20297
 
Title from your article...E-commerce plays as matchmaker for old, new media

Isn't that true...kinda like CheckFree replacing the function of the paper bill and postal delivery?

Problem for everybody else in this E-commerce game is simply this, nobody can do what CheckFree is doing, if E-bill comes off hot...this Internet Commerce Engine CheckFree has built is going to make an Internet Search Engine...aka..a Portal, look like an also-ran when it comes to share price. Because what CheckFree has built is not so readily duplicatable, it makes them hotter then Yahoo! in my mind.

I remember when some Investors figured out what Yahoo! was they drove them to the 40's on solid momentum...then it drifted back...one time....until the others caught on what Yahoo! was.

I'm playing this pull back that same way.

CheckFree is the Yahoo! of E-Bill with no creditible competition, now if just E-Bill catches with the public, like online brokerage & e-shopping...then we own it...bubba.

And I'm hear to tell ya...I've made 55% in 55 hours in Search Engines, doubles in 4 days or less...multiples of those. I'm buying the dip, no margin.

$225 is my first target...I listened to the Florida call just like you did over the phone...with that projector fan drowning out the questions, but I heard laughter on the $225 target question from A.W. Just a week ago some of you saw a $100 a share. IMO, you guys are almost there, and like I said once before...when she goes it will be so fast and powerful, it will catch you like a thief in the night.

And when it happens...we'll all laugh together.