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Technology Stocks : Hyperion Solutions (HYSL) - An Analytical Gorilla?
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To: Dave O. who wrote (445)4/26/2000 7:27:00 AM
From: Ed Frye  Read Replies (3) of 471
 
Dave,

Still haven't been able to get CC on VCALL yet but based on the press release license revenue growth, as well as total rev growth, came in at the high end of expectations. I hope they didn't "steal" from next QTR to accomplish it. New hires (hopefully) and other investment in e-CRM probably prevented a positive EPS surprise this time around. That's OK with me as long as they keep growing revenues and widening margins.

So, now that we know the ship isn't sinking, why did investors jump ship this QTR? Netting out $10/sh cash yields a valuation of $13/sh on a profit-making company growing at twice that rate or more. I'm left thinking fair value may be $35 to $40.

Ed

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