Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Benny Baga who wrote (5411)	5/10/1999 4:16:00 PM
From: Jody Ritchie	Respond to of 20297

Where does SONE fall into the whole Electronic banking picture? The following post has SONE getting $$$ from Hewlett-Packard (my employer) . Message 9432477 How will this affect CKFR? Jody

To: Benny Baga who wrote (5411)	5/10/1999 4:32:00 PM
From: Brad Bell	Read Replies (1) \| Respond to of 20297

>>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. My concern is that because the PC-based subscriber growth is starting from a much larger base, even though it is much smaller percentage-wise than internet-based subscriber growth, it still accounts for a significant fraction of the overall growth. Personally, I've never used the PC-based interface, but there is no problem using PFM software and an internet-based interface (unless your financial institution doesn't support the internet-based interface, but that is becoming less & less of a problem). For example, I find that the internet-based one-step-update feature of Quicken 99 is exceedingly convenient for those accounts which support it. I agree that the cannibalization rate is difficult to estimate, but I think it could be significant, and a factor to consider when projecting growth rates. Longer term, new internet-based subscriber growth will overwhelm such considerations, but I like to be on the conservative side. Maybe this is another question worth posing to Pete & co. Anyway, thanks for all the good work.