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

To: TLindt who wrote (2816)	2/23/1999 1:38:00 PM
From: Sam Biller	Read Replies (1) \| Respond to of 20297

<snip> that would have probably left institutional fund managers with a Good Luck Buddy, impression! And no buyers...hard to fight that sigma...so why try? I think the institutional fund managers who are already in CF's camp have already been convinced that CF is a viable entity vs. MSFT. I agree that what's keeping new institutional money away is partly due to the MSFT embrace and extinguish paradigm. I like to think of CheckFree as the Intuit of EBPP. If CF can capture over 70% of the EBPP market, I'll be very happy! I think we may be in a narrow trading range until some positive news comes out on portal agreements -- probably in the next earnings release time frame. BTW, I was a little surprised that we didn't get a bump up from the anti-TP news release today.