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

To: Sam Biller who wrote (4865)	4/23/1999 5:37:00 AM
From: Sam Biller	Respond to of 20297

Analysts Consensus Summary Strong Buy - 1.0 : 9 Buy/Outperform - 2.0 : 5 Hold/Sell - 3.0 : 3 Unknown: 3 -------------------------------- Total: 19 Avg: 1.65 # Firm Last Date Target Comment Analyst ---Strong Buys--- 1. US Bancorp Piper Jaffray 03/09/99 $53 Steve Franco 2. JC Bradford & Co 04/08/99 $55 Bob Bolen 3. Pacific Crest 03/31/99 $61 Steve Olson 4. ABN AMRO Bank (1) 03/05/99 $50 Glenn Greene 5. Deutsch Bank (1) 03/10/99 $70 Started James Marks 6. Wheat First Union (1) 03/09/99 $43 Charles Wittmann 7. Legg Mason Wood Walker Inc (2) 03/09/99 $42 Pawan Malhotra 8. SunTrust Equitable 04/22/99 $60.5 Started Jefferey Baker 9. JP Morgan Securities (1) 04/14/99 $80 Rai Archibold ---Buy/Outperform--- 1. BancBoston Robertson Stephens 01/27/99 $?? ??? 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 6. Fifth Third/The Ohio Company 12/09/97 $45-50 Mark Koprucki ---Hold/Neutral--- 1. Lehman Brothers Inc 03/04/99 $15 Downgrade Patrick Burton 2. Salomon Smith Barney 01/28/99 $20 Richard Zandi 3. E-Offering 04/19/99 $?? Gary Craft ---Unknowns--- 1. Williams Capital Group 01/29/99 $?? Michael Chung 2. New Japan Securities Int'l ??/??/?? $?? 3. Security Capital Trading ??/??/?? $?? Valuation Comparison, As of 4/16/99 First Call First Call IBES 1999E LTM Financial Zacks Price Mkt Val Mean EPS Mean P/E Mean% PE to Sales P/S # Analysts/ Tkr 4/16 ($MM) C99E C00E C99E C00E Growth Growth ($MM) Ratio Avg Rating CKFR 52 2631 0.07 0.47 736 110 45 16.3 242 10.9 14 / 1.7 AOL 140 143076 0.35 0.52 399 269 50 8.0 3,305 43.3 31 / 1.3 YHOO 189 37652 0.39 0.49 485 357 55 8.8 259 145.4 25 / 1.9 EGRP 93 10644 (0.34) 0.20 - 463 40 - 320 33.3 11 / 2.0 INKT 119 5750 (0.40)(0.10) - - 75 - 29 198.3 6 / 2.3 PPOD 14 241 (1.02)(0.73) - - n/a n/a 69 3.5 4 / 1.8 ---Open Questions--- 1. Looking to fill in Question Marks. ---Notes--- (1) Highest rating is Buy. (2) Assuming that Legg Mason's highest rating is buy. ---Revision History--- 4/23/99 - Updated Analyst names 4/22/99 - Added SunTrust Equitable coverage 4/21/99 - Adjusted firms based on Equity Ratings Systems 4/19/99 - Reflects coverage by E-Offering and move of G. Craft 4/17/99 - Revised Valuation Comparison 4/17/99 - Added Williams date of report based on Nelson Research Report 4/17/99 - Added Security Capital Trading based on Nelson Research Report 4/17/99 - Added New Japan Securities Int'l based on Nelson Research Report 4/14/99 - Updated JP Morgan price target based on SI post 4/5/99 - Revised Valuation Comparison 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 Please post any update information on SI, Yahoo or e-mail to sbiller@iname.com