SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?


To: Benny Baga who wrote (4060)3/29/1999 12:24:00 PM
From: Benny Baga  Respond to of 20297
 
Compare: CheckFree vs. Inktomi

CheckFree is the backend for bill pay, While Inktomi is the backend
for search engines.

techstocks.com

Stats...

company sales earn shrs p/s mkt cap.
------------------------------------------------------
CheckFree 59.6 -0.2 52.6 8.8 2089.0
Inktomi 10.7 -5.8 47.7 88.4 3791.8

For CheckFree to trade at INKT valuation, CheckFree would have to
trade at 10 times its current price. I'm not saying CF is
undervalued, but I do believe INKT is overvalued. I do believe both
of the companies have similar strategies on the internet..provide
backend transactions on the internet while allowing their services to
be branded.

Benny(just have not seen any analyst make this comparision)



To: Benny Baga who wrote (4060)3/29/1999 1:17:00 PM
From: Brooks Jackson  Read Replies (1) | Respond to of 20297
 
Benny: Some of those shorts are getting squeezed today