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

To: Benny Baga who wrote (3503)	3/8/1999 7:55:00 AM
From: Sam Biller	Respond to of 20297

>>>Mr. Malhotra said the most Checkfree can expect from its portal strategy is more awareness of electronic bill payment and presentment services. He said he is convinced that bank Web sites are the best places to present bills and that Checkfree will not add subscribers until more banks participate. <<< You have got to be kidding...they've already added me as a subscriber to e-bill with the availability of MCI/Worldcom. With the incentives that e-billers are going to give consumers, subscriber growth is impossible to avoid! If and when my bank presents e-bills, I may select that approach since it may be the most integrated...until then, I'll select the next most convenient approach...anything to avoid the stack of bills on the kitchen table.

To: Benny Baga who wrote (3503)	3/8/1999 8:11:00 AM
From: Benny Baga	Read Replies (1) \| Respond to of 20297

>>>Intuit alleged that Checkfree "went to all the other major portals and started trying to sign similar agreements," Ms. Bellini said. Well, this is what Intuit told Bellini. I would love to hear AOL's side of the story. >>>Every person that signs on to a service through another portal is "one less potential customer for Intuit, and that could be devastating," Mr. Craft said. Even Gary can see the suit for what it is, a sign of desperation. In summary, if CheckFree had to deal with only one Portal, my first choice would have been Yahoo! anyway. In any case I expect Intuit and CheckFree to work out their differences, too much money involved not too. AOL will be hungry to keep up with Yahoo. Benny(IMHO)