Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Roger Bass who wrote (3200)	3/3/1999 9:40:00 PM
From: Sam Biller	Read Replies (1) \| Respond to of 20297

>>>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. Probably the only value added that Intuit offers is integration with the Quicken/Quickbooks financial management applications. I see a huge advantage to Quicken users if they present bills at Quicken.com which are automatically downloaded into a users PFM software during a one-step update procedure. IMO, this method is acceptable and preferable to the www.mybills approach. Lastly, the integrated Get Bills Feature of Quicken 98/99 is still the best approach for Quicken users. What value added does Yahoo provide? Sam (IMHO)

To: Roger Bass who wrote (3200)	3/3/1999 9:42:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

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. Well I'm not into a picker fight mood...you know you saw it all the last year with us...the 'grinder' this company has been through, in the market, press ect.. just to prove to all the truth...MicroSoft isn't the easiest to plant, and Intuit already has an extremely large position this e-bill thing which CheckFree has finally gained biller momentium, investor momentium and such. It just don't seam fair, to us Investors, this company or yours...to tackle us when we were going in for a touch down. We're on the same side aren't we?

To: Roger Bass who wrote (3200)	3/4/1999 12:12:00 AM
From: TLindt	Respond to of 20297

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. Ok...I got it..had to eat some garlic bread and grab another beer, but I got it. Intuit has the technology to power all these portals on your lonesome...so you don't need CheckFree, they add no value to what you offer, you can do it without them, why be a middle-man when you can do it all yourself, got ya. And it comes back to this...why would Intuit want to distribute bills...cause that's where all the money is. The entire cost savings, not to mention time savings is in distribution....it a more effective distribution method then paper.

To: Roger Bass who wrote (3200)	3/4/1999 8:17:00 AM
From: Benny Baga	Read Replies (1) \| Respond to of 20297

Roger You said: Consider the Wintel relationship: if there's an Intel chip in the box, and Windows running on it, then both are happy Unlike the Wintel relationship, CheckFree does not need Intuit. Today I view and pay my bills at my banks website. The same could be said for Schwab, Merrill, Prudential, First Union, etc., etc., etc., You said: 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? You are implying that Intuit has the technology, or at least brings some added value. If this was true why isn't Quicken.com presenting bills? You said: Both CF and INTU want e-bills to be widely distributed Not true. Intuit wants to be the one that will widely distributes the bills. In addition, I think you must agree that Intuit does not have consumers best interest in mind with this lawsuit. Benny(IMHO)