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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 (3697)3/13/1999 4:57:00 PM
From: Tracy Principio  Read Replies (3) | Respond to of 20297
 
As I'm sure we'd all agree, more and more people will be paying bills electronically as time goes on. However, I'm concerned whether CheckFree will be the means by which this occurs.

Using myself as an example, I receive 8 bills on a monthly basis. Five of these bills are paid, by what I call, EFT (routing and transit numbers taken from a voided check). The remained 3 bills are paid using a CheckFree-like service provided by my credit union called Bill Payer.

Two years ago, I paid all my bills using Bill Payer. I'd be willing to bet that within the next 2 years, I won't be using Bill Payer at all.

Since I do own shares of CheckFree, I'm more than a little concerned by this trend. Comments?

Tracy



To: Sam Biller who wrote (3697)3/13/1999 5:29:00 PM
From: Sam Biller  Respond to of 20297
 
I wonder why CheckFree hasn't started advertising on its EBPP website. It seems like an additional source of revenue.



To: Sam Biller who wrote (3697)3/13/1999 5:53:00 PM
From: Sam Biller  Read Replies (2) | Respond to of 20297
 
Analysts Consensus Summary
Strong Buy: 2
Buy/Outperform: 10
Hold: 2
Unknown: 1
-------------------------
Total: 15

# Firm Last Date Target Comment

---Strong Buys---
1. US Bancorp Piper Jaffray 03/05/99 $??
2. JC Bradford & Co 03/09/99 $55

---Buy/Outperform---
1. BancBoston Robertson Stephens 01/27/99 $?? Upgrade
2. BT Alex Brown 03/09/99 $??
3. Furman Selz Research 02/25/99 $??
4. Hambrecht & Quist LLC 03/??/99 $??
5. JP Morgan Securities 03/??/99 $50
6. Legg Mason Wood Walker Inc 03/09/99 $42 Upgrade
7. Ohio Company, The 12/09/97 $45-50
8. Wheat First Union 03/09/99 $43 Downgrade
9. ABN AMRO Bank 03/05/99 $50
10. Deutsch Bank 03/09/99 $70 Started

---Hold/Neutral---
1. Lehman Brothers Inc 03/04/99 $15 Downgrade
2. Salomon Smith Barney 01/28/99 $20

---Unknowns---
1. Williams Capital Group ??/??/?? $??

---Revision History---
3/13/99 - Moved JC Bradford from Buy to Strong Buy due to incorrect Zacks information

---Open Questions---
1. What major broker on 3/10/99 issued a buy recommendation?
2. Need information on the Williams Capital Group report.
3. Looking to fill in Question Marks.
4. Why do I count 15 analysts and first call, multex, zacks, etc. have less?