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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 (5244)	5/3/1999 9:32:00 AM
From: jjs_ynot	Read Replies (1) \| Respond to of 20297

>>> the comment that CF is the "sole provider of online bill payment services" <<< As you point out, this is naive. CKFR is able to maintain its commanding position by being an honest broker between the various institutions. Becoming a captive to any one entity, be it Yahoo or INTUIT or MSFT or First Union, will compromise that position and market share over time.

To: TLindt who wrote (5244)	5/3/1999 11:09:00 AM
From: Roger Bass	Read Replies (1) \| Respond to of 20297

Some of it reads the same, some of it is incorrect applied to Intuit. The notion that processing is a different kind of business still applies - though a little less so for Intuit than Yahoo. Intuit is not primarily a channel/distribution business (though it is becoming rather more so). As far as being a 'captive' processor if owned by Intuit - Intuit is not directly competing with the multiple different distribution channels we're talking about here. (Yahoo and banks might take a slightly different view). After writing this though, I'm not really sure it was worth it. Nobody is even suggesting an Intuit deal. - Roger