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Non-Tech : CSDS(Casino Data Systems), is it a good play now? -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Leader who wrote (431)	7/22/1999 2:46:00 PM
From: Jeff Leader	Read Replies (1) \| Respond to of 442

I thought the conference call went pretty well. Bingo is leading the charge; backlog still looks good. A couple new Bandit slots are ready to go. Weiss also seems pretty excited about the "Monkey Business" slot which is a joint venture with SLOT. Some folks expressed concern over A/R, but I think they are making progress. I believe growth in A/R was probably due in large part to back-end loading of Bingo shipments. Company seems to be conservative in guiding us to expect flat revenue Q3 vs Q2. If I have any criticism at this point, it is that they are being too conservative rolling out / marketing the new games. WMS, Atronic and others all have strong video slot products now, and I assume IGT will respond with something shortly. CSDS needs to jump into the fray with both feet.