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

To: zuma_rk who wrote (4786)	4/20/1999 12:26:00 PM
From: Ron S	Read Replies (2) \| Respond to of 20297

The fundamental problem with Gary Craft's ideas and recommendations is his favorable selection of fringe players and negativity on the market dominant-market leader. If there is one lesson of the stock market in the past several years, it is the dramatic outperformance of the biggest companies to the detriment of the secondary players. In the internet-related arena, particularly, the one who really owns the space owns the gain in market cap (witness - AOL, AMZN, YHOO, EBAY); but I guess I didn't need to tell you guys that, it has been so rewarding to follow it and so painful if you strayed too far down the market share ladder. Checkfree has so many of the same characteristics of the four companies mentioned above, the major difference is: CKFR's services are now where most of those companies were a few years ago -- at the takeoff point, braced for astrogeometric [sic.] growth. Snide P.S. He can't spell oil barons (he's got 2 r's like the publication)