CSG Systems (CSGS) Billing Support Software Message Board

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Technology Stocks : CSG Systems (CSGS) Billing Support Software

CSGS 76.65

-0.1%

Dec 31 3:59 PM EST

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To: Wowzer who wrote (58)	7/14/1999 5:37:00 PM
From: Douglas V. Fant	Read Replies (1) of 135

Rory, Thanks-we've been hitting some "big flys" here, no? Well I just came off of the SEMX conference call. They say that very strong growth of the Internet/Intranet sector is fueling very strong demand for their heat dissipation products which go into microprocessors for servers. Their main customers are IBM, HP, and Sun Microsystems. Also heavy duty growth in the wireless infrastructure is powering them too. So now twice today, TERN and SEMX says strong strong growth in the Internet/Intranet and telcom sectors has spurred demand for their products. This suggest to me that CSGS as a supplier of services into the same two market segments at least is "fishing in the right pond"....

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