Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : DoubleClick Inc (DCLK) -- Ignore unavailable to you. Want to Upgrade?

To: dabadabadoo who wrote (1450)	4/16/1999 4:21:00 PM
From: david barr	Respond to of 2902

Since we're shopping around. I hear everyone talking about the pros of NTBK so while you are at it you might want to check out a potential gorilla: CheckFree Holdiings (CKFR) Why? - the time is coming when many will pay their bills online: CKFR is the clear leader 75% market share (with barriers to entry) - this is a killer application which people will demand from their financial site therefore the banks and online brokers will fight each other for this or else lose customers (NTBK uses CKFR already) - the billers really want this to happen because they will save billions not having to mail out bills - the key is that whether it is billers or online brokers or banks the majority of them will use CKFR (each bill paid is like 40 cents for CKFR) - NTBK is a great company that will shake up the banking industry however, my money is on CKFR - extra bonus: CKFR will be announcing a deal with a major portal by summertime - because this industry is sort of confusing people don't realized how exceptional CKFR's position is right now. A relatively small company with dominant market position. BTW Love DCLK too and have 1/5 of my portfolio in this company. Have a good weekend. Dave