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

To: Rob C. who wrote (5020)	4/27/1999 6:16:00 PM
From: AugustWest	Read Replies (1) \| Respond to of 20297

I figured they'd come in right in line with the numbers like they did. BUt, IMO, there is more here than just the numbers. If banks are signing up internet accounts at a rate of 20% Q over Q, how many of them new accounts you think are gonna sign up for the EBPP, provided their bank offers it? How many of those banks that don't have it will be knocking on the CKFR door? Especially if you read this quote subjectively, or objectively, don't matter to me ''Our subscriber growth numbers this quarter clearly indicate that consumers want to use Internet-based electronic billing and payment services, and will sign up for them at impressive rates when they are offered and promoted,'' said Pete Kight, Chairman and CEO of CheckFree.

To: Rob C. who wrote (5020)	4/27/1999 6:18:00 PM
From: Benny Baga	Read Replies (2) \| Respond to of 20297

The best news in that release is that Yahoo! is on Schedule. The 49 billers is a little higher than I expected, they may hit that year end goal of 60 after all. The 6% subscriber growth shows just how much PFM subscriber growth (3%-4%) is an anchor (compared to web growth 20%+ subscriber growth). Over time the 3% PFM growth will be less of a factor, and should in time reveal CheckFree's real growth. I expect 6% growth for the current Quarter. Benny(IMHO)

To: Rob C. who wrote (5020)	4/27/1999 6:27:00 PM
From: Ron S	Read Replies (2) \| Respond to of 20297

Maybe I'm too pessimistic, but it seems that any internet-related stock has to beat expectations (earnings, subscriber growth and higher guidance for the next quarter's estimates) to justify the price runups this year. We need a great conference call or an overnight contractual agreement with AOL or another portal besides YHOO. So, looking at it the optimistic way, tomorrow should be a great day for all of us to average down so we can be the big beneficiaries of the next two years of exponential growth.