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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 (3365)	3/4/1999 6:17:00 PM
From: Big Al	Read Replies (1) \| Respond to of 20297

In regard to the BLLS deal, CF can not go after all the billers in the world right now. They are focusing on the big boys with all their current resources. So they align with BLLS to wrap up the small billers(ie. The city of Deluth, Mn. who might have 300,000 water bills/month going to it's citizens [I have no idea what Deluth's population is]) because they would not get that business anyway. Something of something is better than something of nothing.

To: Brooks Jackson who wrote (3365)	3/4/1999 6:32:00 PM
From: Big Al	Read Replies (1) \| Respond to of 20297

SO are we a falling knife tomorrow or a freight train? I see at least a dead cat bounce. I'll buy every 5 points down though, all the to the historical support of 5.75.

To: Brooks Jackson who wrote (3365)	3/4/1999 6:35:00 PM
From: zuma_rk	Read Replies (1) \| Respond to of 20297

Here's my (non-legal) read: For 30 months, Intuit can't sign any deals with Transpoint. Intuit also agrees not to offer any type of (internally developed?, non-checkfree?) billpay services to any merchants for that same 30 month period (unlikely anyway, considering the fate of ISC?). As return consideration for these two points, Checkfree: Cedes (subjugates?) the ultimate presentment of bills it (Checkfree) PRESENTS over to Intuit, but only for certain agreed-upon web sites. To cut through the legalese, I think this means simply that Quicken.com gets to act as the front-end "face" for any bills presented through Checkfree for certain sites or certain types of sites (the big mystery, IMO) And, for the same sites affected by the above paragraph, Checkfree agrees to let Intuit utilize Checkfree's bill PAYMENT capabilities for consumers to process those PRESENTED bills, or any other bills, at those sites. That's my read, anyway. Anyone have a different interpretation? RK

To: Brooks Jackson who wrote (3365)	3/4/1999 6:40:00 PM
From: TLindt	Respond to of 20297

It's rather simple take a piece of paper write down the names of every portal, draw a circle around it...take the last press release CheckFree issued, take Intuit's complaint about distribtuion Channels. Then draw an 'x' through it if Excite.com isn't there. Scratch Yahoo, Lycos, Infoseek....etal. What are you left with AOL...Excite & ATHM Add This...Quite - issue is: Intuit or CKFR. (Yahoo anyway, is a done deal, and ATHM = Excite = Quicken.com, for finance functionality, loosely speaking). Message 8149832 What are you left with ATHM = Excite = Quicken.com. And walk this backwards if you have too. Message 8156355 I added AOL for good measure...since Quicken.com is there too.