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

To: Ron S who wrote (5025)	4/27/1999 6:40:00 PM
From: Sam Biller	Read Replies (1) \| Respond to of 20297

---------- Qtr Ending ------------------- 3/31/99 12/31/98 3/31/98 12/31/97 Proc/svc'ing Rev 51893 48521 42147 38436 Costproc/svc/sprt 36115 34368 34213 30788 Income(Rev - Cost) 15778 14153 7934 7648 Ratio(Rev/Cost) 1.44 1.41 1.23 1.25 % (Cost/Rev) 69.6% 70.8% 81.2% 80.1% IMHO, at least the trend is in the right direction and the economies of scale are kicking in... Sam

To: Ron S who wrote (5025)	4/28/1999 1:36:00 AM
From: g_m10	Read Replies (1) \| Respond to of 20297

Maybe I'm too pessimistic, but it seems that any internet-related stock has to beat expectations .... We need a great conference call or an overnight contractual agreement with AOL or another portal besides YHOO. We all may be too pessimistic tonight. On Jan. 26,99 CF announced Q2 results: 0.0c, 5%, just as it was expected, not more. What was not expected, they corrected future earnings 2c down for two consecutive quarters due to Yahoo related expenses. The stock price kept going up for two days after and reached $40. Today we are at $51. CF announced 4c and 6%, the number of new deals exceeded what we were all expecting, the button on Yahoo page is on the track and only two month away. A deal with AOL, with or without INTU is imminent. AOL can't afford not to have pay-anyone on their site when Yahoo starts showing it off. IMHO, if this stock was worth $40 after Q2, it's worth $50 today. We saw profit taking from all the Internuts to day. It may well continue into tomorrow, but I wouldn't relate it to the Q3 results. JMHO.