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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 (3384)3/4/1999 9:29:00 PM
From: Benny Baga  Read Replies (1) | Respond to of 20297
 
From the Lehman article...

zdii.com

She [Bellini] said the stock should trade at a discount compared to companies such as E*Trade that handle their own customers and have direct control over its growth.

...CheckFree is already trading at a large discount compared to E*Trade. Second, CheckFree may not be able to control it's customer base as well as E*Trade, but CheckFree has a much bigger base.

I Wonder why the lehman article didn't quote Pat Burton?

Benny