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

To: D Mueller who wrote (5214)	4/30/1999 9:28:00 PM
From: TLindt	Read Replies (2) \| Respond to of 20297

>>>>But I'm detecting a sense in your posts over the past day or so that you may think that the business is in play. What's your take Pete?... I mean TLindt? We've been in play since Yahoo! brought it up, or else why bring it up? Portal business is, and always will be eyeball business, and retention is a key...get them here and keep them coming. We have here something which will bring them back at least 1 time per month, if not more. That affords each and every portal the opportunity to cross sell us on whatever, be it a bank, broker, or raw portal...we are coming back, because the bills never stop...hence killer app. we have all heard about....the bill is a hook, the thing we all get all the time...it's not one of those discretionary things which we can do or not do...it is a fact of all our lives. We pay them now by paper....over and over and over again...that's what this e-bill brings them portal peckerwoods...us on a timely regular perdictable basis. Like tuning into a TV program you don't want to watch, but you have too, it's mandatory Gotcha Buddy, if you want to watch the movie...then you are required to watch the commercial, no trips to the fridge...watch the crap we place in front of your eyeballs as you get to where you have to go.

To: D Mueller who wrote (5214)	4/30/1999 10:13:00 PM
From: Benny Baga	Read Replies (3) \| Respond to of 20297

Personally, I am 100% Against a Buyout by Yahoo! It is not the money! CheckFree has worked Extremely Hard since 1981, and to sell now, on the eve of the E-Bill/On-Line banking Revolution, would be a great tragedy. Never in the History of CheckFree has it been in a better position to capitalize on this electronic commerce revolution, ...we are so close! All we need is 18 more months to make this story complete. I know it's been a long battle, but I would Challenge Pete to go the Final Round, See it Through, and Complete the Goal. I Strongly believe most Investors, Employees, and Clients would be against a Buyout by Yahoo! Any Buyout offer would have to reflect the real potential value of CheckFree. After watching companies like ETrade rocket to $280 per share (pre split), or 15 billion market cap., I know CheckFree has the same potential. Or NetBank go to $250 before settling in around $180. I know current market conditions permit these values, but any buyout price should also reflect the current market conditions. NetBank sells at 70 times revenue, and ETrade sells at 40 times Revenue. CheckFree is better positioned than both of these companies to capitalize on the future potential of Financial Services, CheckFree is a Monopoly, NetBank and E*Trade are not. Sorry for the rambling and being preachy, but I just have to vent my frustrations with the Yahoo! rumors. Benny(In my very humble opinion)