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

To: Spots who wrote (4177)	4/1/1999 7:15:00 AM
From: Benny Baga	Read Replies (1) \| Respond to of 20297

>>>I'm beginning to have serious doubts. Beginning? Spots, since you first posted on this board I think you've always said you have serious doubts. >>>Is this an internet stock? What do you consider an internet stock? Does CheckFree plan to produce a majority of its (short, medium, long term?) revenue from the Internet? What are barriers to entry? etc. >>>to mention that old technology Who has new technology? Trust me spots, you don't want to go here. >>>Somehow, recently, when I've asked or answered questions here on SI indicating irritation as a customer, the responses have focused on that, assuming I'm so irrational or irritable that I can't see beyond it. First off, you got notified of the rate through e-mail (via Quicken), or should have. Second CheckFree raised the rates so the don't compete directly with their bank customers. You can very easily reduce you monthly charge by signing up with a bank >>>Here are some fundamentals from Yahoo as of today, now, a few minutes ago: Your fundamentals are incorrect. Last quarter they made 22 cents (operationally they broke even), This quarter they will make a profit. You should probably do some more research. Spots if your going to short a company, you need to do just as much, if not more research, than when you buy a company. Based on your reasoning, you would have shorted AOL a long time ago (AOL is one of the few companies to out perform MSFT). I'm not comparing AOL to CKFR, but you need to back up your reasoning with a little more sustenance. Benny(IMHO)

To: Spots who wrote (4177)	4/1/1999 8:53:00 AM
From: Sam Biller	Read Replies (3) \| Respond to of 20297

Spots, In your honor, I have added a valuation comparison chart to my CheckFree summary chart. Maybe if you look at the numbers, you'll see the fundamental value in CheckFree as compared to other stocks doing business on the internet. ------------------------------ Analysts Consensus Summary Strong Buy: 3 Buy/Outperform: 10 Hold: 2 Unknown: 1 ------------------------- Total: 16 # Firm Last Date Target Comment Analyst ---Strong Buys--- 1. US Bancorp Piper Jaffray 03/09/99 $53 Steve Franco 2. JC Bradford & Co 03/09/99 $55 Bob Bolen 3. Pacific Crest 03/31/99 $61 ---Buy/Outperform--- 1. BancBoston Robertson Stephens 01/27/99 $?? Upgrade Gary Craft 2. BT Alex Brown 03/09/99 $?? Cato Carpenter 3. ING Baring Furman Selz LLC 02/25/99 $?? Brian Maimone 4. Hambrecht & Quist LLC 03/??/99 $?? Genne Combes 5. JP Morgan Securities 03/29/99 $50 Rai Archibold 6. Legg Mason Wood Walker Inc 03/09/99 $42 Upgrade Pawan Malhotra 7. Fifth Third/The Ohio Company 12/09/97 $45-50 Mark Koprucki 8. Wheat First Union 03/09/99 $43 Downgrade Charles Wittmann 9. ABN AMRO Bank 03/05/99 $50 Jackson Spears 10. Deutsch Bank 03/09/99 $70 Started James Marks ---Hold/Neutral--- 1. Lehman Brothers Inc 03/04/99 $15 Downgrade Patrick Burton 2. Salomon Smith Barney 01/28/99 $20 Richard Zandi ---Unknowns--- 1. Williams Capital Group ??/??/?? $?? Michael Chung Valuation Comparison, As of 3/25/99 First Call First Call IBES 1999E LTM Financial Price Mkt Val Mean EPS Mean P/E Mean% P/E to Sales P/S Tkr 3/25 ($MM) C99E C00E C99E C00E Growth Growth ($MM) Ratio CKFR 41 2,079 0.29 0.46 138 88 43 3.3 242 9.1 AOL 127 116,380 0.43 0.64 296 197 52 5.7 3,305 33.9 YHOO 179 41,974 0.39 0.49 464 369 60 7.8 203 197.3 EGRP 57 6,409 (0.16) 0.24 - 235 40 - 320 16.2 INKT 75 3,589 (0.38)(0.11) - - 75 - 29 93.3 ---Revision History--- 4/1/99 - Added Valuation & Financial Statistics Comparison Table 3/31/99 - Coverage Initiated by Pacific Crest at Strong Buy 3/29/99 - JP Morgan Analysts notes - reiterates buy w/ price target of $50 3/19/99 - Added Piper Jaffrey price target from Business Week article 3/16/99 - Added Analyst name to list 3/13/99 - Moved JC Bradford from Buy to Strong Buy due to incorrect Zacks information ---Open Questions--- 1. Need information on the Williams Capital Group report. 2. Looking to fill in Question Marks. Please post the information on SI, Yahoo or e-mail to sbiller@iname.com Regards, Sam

To: Spots who wrote (4177)	4/4/1999 11:39:00 AM
From: MarkFin	Read Replies (2) \| Respond to of 20297

Spots, you wrote: <<What kind of customer relations is it when CKFR raises price by 3 bucks a month and uses their power of bank draft to take it with no notification, by-your-leave, kiss-my-ass, go-to-hell. or anything else? This is what they just did to me, and it has me worried.>> If you exceed the monthly allocation of e-payments for the Checkfree service (20 per month I think)you will get hit with a $3 incremental charge for that month. There isn't a monthly notification issued when this occurs but I am sure that it is in the customer agreement. This happens to me on occasion with my Checkfree account. This may explain your unannounced price increase. Regards, Mark