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Technology Stocks : Convergent Billing - LHSG, SAVLY, BILL, CSN, ITDS
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To: ken rosenblood who wrote (15)6/23/1998 6:48:00 AM
From: Ron Kory  Read Replies (1) of 62
 
I think BILL is an excellent buy at this level. The company missed
their quarter due to a one time event by some of the RBOCS refusing
to do business with some of BILL's customers accused of slamming. The
company says that the suspensions have been lifted for the most part
although they lowered estimates to .80 this year and $1.00 next year.
Still, they claim to be growing 25% in terms of eps for the next
several years and the p-e is all of 13x 9/99 fiscal year. The company
has $3 in cash per share and no debt in a steady business. Even
with the lowered estimates the company will grow 20% this year over
last year. Some of the selling is from momemtum players exiting the
company. I believe the selling is overdone and as people gain
confidence in the estimates and recognize a steady grower with no
Asian exposure they will return to the stock.

ron kory
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