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To: salva who wrote (695)5/9/1999 7:44:00 PM
From: dav99  Read Replies (3) | Respond to of 1341
 
E-route is only an example of what IFM's network can support

As EPP&P is necessary to compliment IFM's e-route activities it is only a portion (their vertical tree) of it's network's potential. Their latest venture with the lumber industry can be applied to any commodity or industry, auto for example. CKFR is a solid company that has a head start in the EBP&P field but it's future depends on being linked with a portal. As it plays out, it will be the portals (AOL, YHOO..) against the banks. Personally, I'd rather receive my online bills at my bank's site where i have access to my checking and broker accounts. I think most people would too which is being ignored by the CKFR thread. The banks who have signed up with CKRF will have to eventually offer the same services as Bank of America is planning, at their own site. IFM doesn't compete with CKFR, it does business with those who do. Besides, the business to business revenue is much more lucrative than transactional fees for sending payment over anyone's network. IFM's growth rate, i believe is twice that of CKFR's (First Marathon report)

IMO, IFM's a better buy than CKFR. The best has yet to come.