Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Charlie Smith who wrote (2481)	2/10/1999 10:33:00 AM
From: D Mueller	Respond to of 20297

>>>A number of high volume customers, by "paying themselves" strip these payments out of the system, and CKFR gets left with higher cost, lower volume jobs, including the dreaded "exceptions" which send costs through the roof. I have an automotive aftermarket background and this scenario reminds me of 15 years or so back when everybody and their brother decided to retail auto parts. You had (and still have) drug store chains and grocery stores selling spark plugs and oil filters. The problem for the traditional full line auto parts store is that the drug stores sell only the fastest moving parts and can afford to sell the stuff at near cost. The full line retailer looses a good share of that business and is stuck carrying the the high cost slow moving parts for your '68 Chevy and '95 Hyundai without the volume of fast moving parts to support his carrying a full line of inventory. It put a lot of mom n'pop stores out of business and some big ones too. If it's a real threat I would rather have Pete face up to it now instead of later. Don (optimistic that they understand the threat and are dealing with it)