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

To: zuma_rk who wrote (3445)	3/5/1999 12:28:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

The funny thing about the Lehman do-hicky-thing-a-ma-bob? They mentioned that...CheckFree is seen as overvalued because it's not in control of its growth rate, since it indirectly handles clients for banks that select its transaction services, said Bellini. *She said the stock should trade at a discount compared to companies such as ETrade Group Inc. (Nasdaq: EGRP) that handle their own customers and have a direct control over their growth.** Use that analysis...and then apply it to a portal.... zdii.com Then from the other night...when the Auggie Dog and I were launching Rockets @ $39.00 To: Benny Baga (3039 ) From: TLindt Tuesday, Mar 2 1999 8:41PM ET Reply # of 3445 >>>I believe CheckFree will catch up to ETrade. I believe they will pass ETrade...whereas EGRP serves it's particular customers....CheckFree serves there own, Intuit's, those of 350 Banks & Brokers and soon to be those of Portals. Kinda like an electric utility in the physical world, whereas EGRP would be a business. Does anybody besides me see any irony in this at all if CKFR were too...like..a...SIGN UP E-TRADE? Message 8118085 Back to talking to wood in the meantime.

To: zuma_rk who wrote (3445)	3/5/1999 12:31:00 PM
From: Sam Biller	Read Replies (2) \| Respond to of 20297

Back to the serious side, re: the inquiry rate, seems to me the inquiry rate on bills that have been electronically presented and paid should be virtually non-existent compared to the inquiry rate for users of Bill Payment alone where bills are being paid to non-electronic payees. In addition, doesn't the Genesis platform allow a user to track a bill from presentment to payment, in a similar fasion to the way a user can track a fed ex or UPS package? Based on the current mybills site, I don't see this capability but I sure would like to see CheckFree add it.