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Technology Stocks : CSG Systems (CSGS) Billing Support Software -- Ignore unavailable to you. Want to Upgrade?

To: Douglas V. Fant who wrote (59)	7/15/1999 8:30:00 AM
From: James Cherney	Read Replies (1) \| Respond to of 135

Doug... I have about 1/3 my position established in CSG...Love their bundle of tech assets...growth rate impressive but so is amount of debt, any worry that this could be bottom line drag with rising interest rates? Revenue also comes from two major clients, Time-Warner & TCI? Does this raise your eye brows??? Kick-ass contract with ATT...15yrs...Do you see them getting all of ATT's biz??? Are they in ATT's cross hairs as an acquisition candidate? I agree CSGS got beat up unfairly and looks like a great opportunity here just before earnings...jim