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


To: tktom who wrote (5227)5/3/1999 12:06:00 AM
From: rod runyan  Respond to of 20297
 
<his basic theme throughout was "the widest distribution points possible".>

That is what Pete says now. Last August in Florida he told those of us at the CKFR investor conference that CKFR was committed to the "trusted provider" concept and would be continuing to work primarily through banks.
Personally, I agree with the shift in focus but what this says to me is that these are words and are not etched in stone. Pete will do what he thinks is best for the business and is pretty candid about whatever he thinks that is currently. It does not mean <imho> that 6 months from now CKFR won't be acquired or saying something very different about growing their business as the marketplace continues to evolve.

rod

P.S. I would take $100.00 a share any day in May but by June i will want at least $110.00 <g>