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Technology Stocks : EPAY -- Ignore unavailable to you. Want to Upgrade?

To: sim chambers who wrote (154)	2/24/1999 11:46:00 PM
From: AugustWest	Respond to of 717

Hi sim. Yeah, i know their business to business. Wondering/ trying to figure out how big of a market is for biz to biz transactions. Think it's close to the same as biz to consumer? I'd believe that the dollar figure is right up there, but wondering about the number of transactions. That, I doubt is as large as the biz to consumer, but I can't put numbers to it yet. I'm interested in Bottom Line because as i mentioned earlier, there just ain't too many of these companies, and even fewer(obviousely)that are public. I figure they compliment my portfolio in this area well. I got CYCH for the merchandise transactions. And I got CKFR for the bill payment/presentment. Also, have a little BLLS(picking up the CKFR overflow, appealing to the smaller billers), and some INTF. Some here are pegging them to go after the banks for contracts, but I'm not sure for what. Unless they eventually try to go for the EBPP business. But that's not something you just decide to do and go do it. Ask Mr. Softie. He's been trying to get some of the market away from CkeckFree, but not doing a very good job as of yet. Not only are they having trouble with their software, they're having a hell of a time convincing the banks that they won't "eat them for lunch". I know banks are stupid as they come, but I doubt they are stupid enough to turn over their sensitive customer information to MSFT. And now with Citi taking up an equity position with TransPoint(MSFT+FDC. formerly MSFDC) this makes them even less appealing to other banks. Just my take on things. Like everyone else here I imagine, I'm patiently waiting for the silent period to end. Then I figure we'll start to get a clearer picture as to what their game plan for the future is.