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

To: Brad Bell who wrote (5410)	5/10/1999 3:35:00 PM
From: Benny Baga	Read Replies (2) \| Respond to of 20297

>>>>Why do you think that the PC-based subscriber growth will remain constant? You have a good point, but I do belive a growth rate of 3.5% is conservative for PC based. In time you'll be correct, but IMO in the near future, this number should stay fairly flat. My reasoning is that the early adopters are also Quicken and MSMoney users, and they like their PFM software very much, and won't be inclined to move very easily. What would be the incentive?, Savings could be one, but Convenience is worth something. Plus, Banks are still advertising PC based banking products, so there is still a trickle of new users. I would expect some to transition from PC based to Web based, in fact I think you may have seen some of that factored in last quarter (one of the reasons for less than 4% growth for pc based subs). If fact, I personally switch from PC based to web based in February. So I guess the question remains, how much of this switch is factored into the current 4% PC growth rate? (Pete doesn't even know the answer to this) To tell you the truth, IMO, the web based subscriber growth is all that matters anyway, it represents the true growth and potential of CheckFree's product. Benny(IMHO)