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

To: zuma_rk who wrote (4784)	4/20/1999 1:40:00 PM
From: Sam Biller	Read Replies (1) \| Respond to of 20297

RK, Thanks for the link. Looking at the summary of CheckFree in the report, I find it interesting that Gary excludes estimating CheckFree's quarterly performance and has a target for 1999 of $0.12 vs. consensus analysts expectations of $0.08. He also has the shares outstanding listed as 55.1 which I believe is incorrect. Any comments on his Investment summary -- Checkfree continues to migrate from its fat client home banking service model to a thin client Internet presentment and payment model. As such, its business model faces some uncertainty as attractive relationship pricing of $3-$4 per month give way to transaction prices. Has Pete and company ever addressed this concern? It seems to me from glancing around the internet payment/banking market that most banks are charging somewhere between free (e.g., netbank) to $9.95 for electronic bill payment. The price trend seems downward but the pick-up in bill presentment transaction payments and subscriber growth should more then offset the loss of revenue. Does anyone know what netbank pays CheckFree for services? In addition, the ability to pay more and more payments electronically will reduce the overhead associated with each client. Sam (IMHO)