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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 (3191)	3/3/1999 7:57:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 20297

I would think there is a reciprocal agreement that Doesn't allow INTU to compete in CKFR's arena. This would be standard with the buyout of ISC by CKFR. I would guess they have a no compete agreement by INTU for some period of time.

To: TLindt who wrote (3191)	3/3/1999 9:27:00 PM
From: Roger Bass	Read Replies (4) \| Respond to of 20297

TL, you're right about the two parties obviously preferring not to compete. Consider the Wintel relationship: if there's an Intel chip in the box, and Windows running on it, then both are happy. Both CF and INTU want e-bills to be widely distributed - and both want to have a big role in that. You previously referred to an announcement in relation to TCI/BOA that talked about Intuit providing 'certain enabling technologies' to that entity. You were asserting then that 'Intuit doesn't have the technologies, CF does'. But consider - why would Intuit want to distribute bills if it added no value to what CF offers? That wouldn't be a very defensible strategy long-term, as just a middle-man. Roger