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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 (3035)3/2/1999 5:00:00 PM
From: Benny Baga  Read Replies (2) | Respond to of 20297
 
>>>How's that, or why's that?

I'll tell you what little I know. An (good) analyst I talked to said that their deposits are great but they had so much money that they were having a hard time finding good places to lend the money. I know they lent a lot of money to construction companies in the Atlanta area, which is fine, as long as you don't have a down turn in the need for construction.

Personally, I like the stock (the concept, etc.), Although IMO I don't like it as much as CheckFree (of course).

OT..Anyone see the S1 rocket lately? Soster?

Benny



To: TLindt who wrote (3035)3/2/1999 5:21:00 PM
From: Charlie Smith  Read Replies (1) | Respond to of 20297
 
T:

Most of the loan portfolio (90%) is purchased stuff, not of the highest quality. Just seems to me that if you have a built-in funding advantage, you shouldn't need to chase crappy credits to make money. Other side of that coin is a purchased portfolio has minimal origination cost associated with it, and it's what you would expect from a "virtual" bank.

Charlie


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