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

To: g_m10 who wrote (3591)	3/9/1999 9:51:00 PM
From: g_m10	Read Replies (1) \| Respond to of 20297

It also bars Checkfree from offering bill payment processing to merchants This part of the contract looks to me just as limiting CF potential as one that bars CF from AOL. BTW, I don't understand what INTU is trying to accomplish by that. CF and INTU are not the only two in the universe who is after merchants' bills. Say company ABC is not using Quick Books anyway, and most of them don't, and that company wants to go directly with a bill processor. What is good for INTU if that company has to go with TP? Wouldn't it be better for INTU to see their 20% of the stake appreciating? On the top of it CF could offer to merchants Quick Books as the preferred software.

To: g_m10 who wrote (3591)	3/9/1999 10:37:00 PM
From: Brooks Jackson	Read Replies (2) \| Respond to of 20297

g m10: The news.com article tells us: 1. It must be AOL that INTU is steamed up about. Pete is going for the big ones. 2. The complaint confirms that YHOO is indeed the unnamed portal CKFR has signed (as if we needed any more confirmation.) 3. With INTU claiming it has exercised an option to extend the alleged exclusivity clause for one more year, the stakes have gone up. That's an eternity in this game. I hope Pete can settle this, but I also wonder what he can give them without giving up the future of the company.