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To: Larry S. who wrote (34080)	10/30/2001 9:24:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 53068

CSGS - CSG Systems 30 down from 29 on lowered forecast for next year. if hits these numbers, will be trading at 15X 2002 earnings- and co says most of this billings are booked. company provides billing service, ala CVG i think. looks over whipped on earnings news, will watch its action today" marketwatch.com for those who wonder why i am looking at this diver, the market sometimes causes price-disallocation of good stocks. the billing sector is a strong sector, and the company will still have strong earnings, albeit down from the prior projections. larry

To: Larry S. who wrote (34080)	10/30/2001 10:06:08 AM
From: BWAC	Read Replies (2) \| Respond to of 53068

As compared to XOXO, SGI has a much better balance sheet. Although they do have negative equity and less cash than long term debt. IF they get their costs under control and inline with current sales they should be able to begin to turn the situation around. However looking over the income statement, I see little progress in that direction. They are still struggling. On one hand, All these new defense related contracts and strike fighter involvement may be a good catalyst. Thats what brought SGI to your attention, right? One the other hand, It seems SGI has always seemed to screw things up somehow from my memory.