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Technology Stocks : Convergent Billing - LHSG, SAVLY, BILL, CSN, ITDS

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To: Oliver Ruppert who wrote ()10/13/1998 5:09:00 PM
From: Oliver Ruppert  Read Replies (1) of 62
 
looks like the fixed line billing companies getting sold off heavily, while the wireless play keep their rating (in particular ITDS)
I'm truly amazed by SAVLY's valuation: company has 2$ per share in cash, huge earnings and sales growth in the past, but the market doesn't seem to be very confident in the future ! Hopefully in 12 months the product transition will be completed. BTW, reason for today's sell-off is that one of their customers has experienced "financial problems".
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