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

To: Rob C. who wrote (5657)	5/25/1999 8:46:00 AM
From: TLindt	Read Replies (1) \| Respond to of 20297

>>>>I woke up at 5:30AM and couldn't go back to sleep. Well First Union is out to grow their internet Channel 100%+ a year for the next 2 years....from 700k now to 1500k next year to 5000k the year after. That's exponential growth...and they are big enough to create a free-for-all with the others over this space. CheckFree will cruise past the $225 during this paradigm shift...IMO...sleep tight.

To: Rob C. who wrote (5657)	5/25/1999 8:57:00 AM
From: Tom Klempay	Respond to of 20297

Here, check this link for another group of "experts" who are calling this the end of the 'Nets: go.com "I think we'll see a 30 percent to 50 percent correction across the board in these stocks over the next few months," said Rick Berry, director of equity research at J.P. Turner in Atlanta. "It's over," said Michael Murphy, editor of the Overpriced Stock Service Reading this makes me feel much better about holding my 'Net stocks. These guys are better contrarian indicators than I am <VBG>. -tk

To: Rob C. who wrote (5657)	5/25/1999 8:58:00 AM
From: CAPT TONY	Read Replies (1) \| Respond to of 20297

more analyst updates this AM: 08:18am EDT 25-May-99 J.P. Morgan (ARCHIBOLD, R. CKFR ...CheckFree and Intuit (INTU/$/Market Performer) announced yesterday they have amicably resolved the issues that had led to the filing and of a lawsuit in March, and to the subsequent arbitration. The outcome affirms our belief the lawsuit would have no material long-term impact on CheckFree's business and the announcement of the settlement puts to rest any concerns of a potential negative outcome. We also believe the settlement clears the way for CheckFree to pursue other Internet distribution arrangements which we would expect to be announced within the next several months. We reiterate our Buy rating and $80 price target on CKFR shares as the company continues to extend its leadership position and momentum continues to build in the market for electronic bill presentment and payment. ... AND: Checkfree Holdings - Checkfree And Intuit Reach Settlement 07:27am EDT 25-May-99 Deutsche Bank Securities (Marks/Conley/Rolfes ...* Settlement a Positive, Maintain BUY Today's announcement obviates the threat of any litigation that might adversely affect CheckFree's dominant share of the electronic bill payment market going forward. We still expect the company's subscriber growth to accelerate over the next 18 months from the most recent quarter's 6% sequential level. We are estimating 3.03 million subscribers by the end of the June 1999 quarter, up 6.4% over fiscal 1998. For fiscal 2000, we are estimating 4.38 million subscribers, up 44.3% over fiscal 1999. We maintain our Buy recommendation with a $70 price target.