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Technology Stocks : Business Intelligence & OLAP
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To: Thomas DeGagne who wrote (63)4/24/2001 11:48:14 PM
From: Carl R.   of 144
 
I listened to the BRIO conference call. In it they said:
1. They are continuing to recruit top name people, and that more big names will be on board in the next several weeks.
2. This was a record quarter for bookings, so the backlog did not go down.
3. Next quarter will be about even with this one, just as they previously had indicated. Guidance was not reduced.

I expect some upgrades. The analysts conceded that BRIO is now the growth leader in the space.

Carl
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