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

To: JFD who wrote (22)	7/10/1998 7:36:00 AM
From: Ron Kory	Read Replies (1) \| Respond to of 62

BILL told me that in the LEC billing business they have but one competitor which is privately held with the market share being 60/40. This is a business growing about 15% per year with the kicker being that BILL's business could grow much faster when the RBOC's are allowed into long distance because BILL already has agreements with a couple of them to provide billing services. The smaller and faster growing part of BILL's business is the convergent billing business (only 10-15% of revenues last year). BILL indicated that most of the suspensions have been lifted so this problem will prove temporary. Perhaps it will take time for Wall Street to regain confidence in the estimates but it is a cheap stock if they meet their estimates. ron