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Technology Stocks : Convergent Billing - LHSG, SAVLY, BILL, CSN, ITDS -- Ignore unavailable to you. Want to Upgrade?

To: mike zeltser who wrote (1)	4/27/1998 11:45:00 PM
From: Erik H. East	Respond to of 62

The press release on the CSN spin-off indicated a desire on their part to free up the growth value of the convergent billing services, and to allow the spin-off to acquire others in the business. Looks like consolidation is coming. Could be bullish for the entire group.

To: mike zeltser who wrote (1)	4/28/1998 1:46:00 PM
From: Oliver Ruppert	Read Replies (1) \| Respond to of 62

<<Why do you like those companies? Because of the industry dynamics: high recurring incomes (high visibility of revenues) and ^2 growth due to growth of their client business'( wireless, cable etc) and due to growth in acquiring new clients (cable operators, PCS operators etc) themself. I like the high margins and the predicted (and in my opinion sustainable) EPS growth rate. <<How do you feel about USCS--the leader in cable? I don't hold USCS because they lost TCI contract. Simple as that! <<What distinguishes one company from another--technology? The market they operate in, ie cable, PCS-wireless.... <<What is your background/level of industry expertise? Which industry do you mean ? I'm not working for one of the above mentioned companies. i'm just a private investor. <<What do you think of CSN, with the planned spin-off coming? Superb opportunity to make money. I increased my position today. If the spin-off get valued at a billing companies PE, then there is definetly money to be made, Read todays WSJ. So what are your thoughts ? oliver