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


To: Brooks Jackson who wrote (3137)3/3/1999 1:15:00 PM
From: jjs_ynot  Read Replies (1) | Respond to of 20297
 
I vote for d) buying opportunity.



To: Brooks Jackson who wrote (3137)3/3/1999 2:12:00 PM
From: g_m10  Read Replies (1) | Respond to of 20297
 
Why would Pete sign an iron-clad, non-compete clause with Intuit back then, when he's NOT signing any exclusive portal deals now?

Well, that was then. A year ago everything was much different and CF might go for a short term (18 month) exclusive contract. Contract expires 6 month or so from now. I doubt that contract could prohibit R&D jobs for CF.
Deal with portals at this stage is an R&D job even when it goes to pilot. BTW, it will cost CF 2c a share in FY99 and bring no money from portals. By the time all preparations with portals are completed, contract with INTU will expire.
Having only facts that were mentioned on the thread, I don't understand what all the fuss is all about. Why INTU needed to raise all this crap? May be Brass Rogers can shed some light on it?



To: Brooks Jackson who wrote (3137)3/3/1999 9:07:00 PM
From: Roger Bass  Respond to of 20297
 
Brooks,

You said:
"Well, exactly what I was thinking. Why would Pete sign an iron-clad, non-compete clause with Intuit back then, when he's NOT signing any exclusive portal deals now?"

Consider two things that CheckFree is doing and Intuit is not:
- presenting bills directly from billers
- delivering bills through banks

Why do you think this is?

Roger.