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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 (5413)	5/10/1999 6:01:00 PM
From: Benny Baga	Read Replies (3) \| Respond to of 20297

>>>I think it could be significant, and a factor to consider when projecting growth rates. I totally agree. The more you look at it, the more interesting it gets. It is probably more likely that switching occurs more when a bank first rolls out it's web based bill pay (Chase last quarter is a good example). The web based growth last quarter (50%) was due in part to the roll out to chase, so Chase will be less impact this quarter (slightly), but so will those "switch" customers. Also keep in mind, most BoA customers have no choice but to use quicken (except California), and it doesn't look like they will have a choice for at least a year (probably longer). Unless they switch banks. Benny(IMHO)