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Technology Stocks : Business Intelligence & OLAP

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To: The Ox who wrote (118)	8/2/2001 5:06:04 PM
From: Thomas DeGagne	Read Replies (3) of 144

A quick look at current valuations leads me to recommend the following companies: COGN, HYSL, ASCL and BRIO. Cognos is the leader in BI tools and has shown consistant growth and has a low valuation on a historical basis. HYSL is the clear leader in OLAP databases and Analytic Applications. While revenue growth has been inconsistant, it does have a solid market position and a low current price. ASCL is a leader in the ETL market and is flush with cash since they sold the Informix DBMS business to IBM and has a large stock buy back program in progress. They also project very high growth rates going forward. Finally, BRIO is the #3 in the BI tools space and has undergone significant restructuring. However, the current price is extremely low and significant price appreciation is possible. I hope this summary helps you make some decisions.

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