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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 (3872)	3/22/1999 6:50:00 AM
From: AugustWest	Read Replies (1) \| Respond to of 20297

Is Stevo coming around? Or has this been his closet pick since August? Playing It Safe In B-2-B? "Hi Steve, there has been a lot of activity over the last few days in stocks of the business-to-business Internet companies. several financial sites pointed out big jumps in members of the group like EPAY, ITRA, SFE AND ROWE. Do you think this group has a big future? Are there some rising stars that might lead the group?" Reply: I've been watching all of these and think anyone of them holds potential to various levels. Of the group I like Safeguard Scientific's (NYSE:SFE - news) ability to invest across the spectrum and new Internet focus. I think Safeguard's cash and investing position gives it a hedge against exposure to just one product or service as the others have. I like CheckFree (NASDAQ:CKFR - news) leadership in the e-payment space more than BottomLine (NASDAQ:EPAY - news) . RoweCom (NASDAQ:ROWE - news) needs some more story to tell in my view. fnews.yahoo.com