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

To: TLindt who wrote (5057)	4/28/1999 10:14:00 AM
From: Big Al	Read Replies (2) \| Respond to of 20297

I thought the cc went as well as could be expected considering the downward revision. This caught my ear: In March, 10,000 bills were delivered electronically, a 43% increase over the prior month!

To: TLindt who wrote (5057)	4/28/1999 10:15:00 AM
From: Triffin	Read Replies (2) \| Respond to of 20297

TL .. Considering the 'funny money' valuations on several of the larger i-net companies .. it would make infinite sense for a AOL/YHOO to take CKFR out at the present time .. I wouldn't like it, but I wouldn't be suprised either .. Jim in CT ..

To: TLindt who wrote (5057)	4/28/1999 10:36:00 AM
From: AugustWest	Respond to of 20297

I just cherry picked some of those $49s.

To: TLindt who wrote (5057)	4/28/1999 12:40:00 PM
From: Roger Bass	Read Replies (3) \| Respond to of 20297

Despite the enthusiasm here for anything that seems likely to drive the price up, the comments quoted here are as dumb as anything I've heard from any analyst for a long time. Specifics: 1) Yahoo is a channel, a distribution business. Processing is way different as a business. 2) Exclusivity on a particular offer is, of course, a good thing from any channel's perspective. In processing businesses however, volume is critical. CF's viability would be seriously impaired as a 'captive' processor, for this reason, and even more seriously, since they'd be less attractive to billers if they lost distribution. Also, saying that "It would be the most successful acquisition [they] ever made" is just generally an idiotic thing to say about any acquisition until the real results are known. Reality is, about half of acquisitions are unsuccessful, especially compared to the hype that always accompanies them. And finally, the comment that CF is the "sole provider of online bill payment services", though it may warm the cockles of our collective hearts, betrays ignorance about this space from someone who is, after all a portal analyst. - Roger.