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

To: TLindt who wrote (5870)	6/1/1999 12:58:00 PM
From: Erik T	Read Replies (2) \| Respond to of 20297

Online bank customers have median household incomes of $63,860, compared with online securities investors, who have median incomes of $78,460, according to the report. More info that EBPP technology will reach and influence more people than the online investing industry. The likes of EGRP have enjoyed their internet valuation because they have already shown substantial growth of their customer base. It almost seems to be a negative that CKFR has 2.8million customers. Adding 160,000 customers each quarter just does not look as impressive as if they only had a base of 500,000. It will take time for this one. Hasn't TLindt pointed out that our explosion is really two years out? It is hard to have patience when everyone else seems to be moving ahead. But remember, this is going to be huge. As for the share offering, I would love see them take the shares they bought back at $5.75 last year, sell them now for $47 and buy out all the bill presentment companies out there. Let's own the whole industry. Erik (IMHO)

To: TLindt who wrote (5870)	6/1/1999 1:01:00 PM
From: Benny Baga	Respond to of 20297

Well, in trying to answer my own question, Why do they need the money? First off, they don't need the money, unless they are planning on changing their strategy. Yahoo! is already factored, banks and brokers are getting up and running at a steady pace. I guess billers could use some work, but most of the bottleneck is at the billers end. All I can think if is a change in Brand/Advertising strategy, but I'm probably wrong. Something is coming. Benny(IMHO)