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

To: Sam Biller who wrote (3461)	3/5/1999 3:55:00 PM
From: Benny Baga	Respond to of 20297

Microsoft sets off software tremors cbs.marketwatch.com Bounced Checkfree? In his speech yesterday, Microsoft chief executive Bill Gates said he plans to have TransPoint -- an electronic bill delivery and payment system -- up and running "in a few months." That "clearly represents" a threat to CheckFree (CKFR), said J.P. Morgan analyst Ray Archibold. But he added that TransPoint is still several months away from having a product and doesn't have any paying clients. CheckFree has 21 billers currently, Archibold said. The company reported that it processed 125 million transactions last year. Further, Microsoft may not be playing to its strength, added Archibold. "There is a huge service/support component of [online] bill payment. To date Microsoft hasn't shown that it can do the service side successfully." ....Ray is one of the few analysts that understands the industry. Benny(IMHO)

To: Sam Biller who wrote (3461)	3/5/1999 3:57:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

Bounced Checkfree? In his speech yesterday, Microsoft chief executive Bill Gates said he plans to have TransPoint -- an electronic bill delivery and payment system -- up and running "in a few months." That "clearly represents" a threat to CheckFree (CKFR), said J.P. Morgan analyst Ray Archibold. But he added that TransPoint is still several months away from having a product and doesn't have any paying clients. CheckFree has 21 billers currently, Archibold said. The company reported that it processed 125 million transactions last year. Further, Microsoft may not be playing to its strength, added Archibold. "There is a huge service/support component of [online] bill payment. To date Microsoft hasn't shown that it can do the service side successfully." cbs.marketwatch.com