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Technology Stocks : Hummingbird Comm. (HUMC)

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To: Sultan who wrote (1363)2/20/1998 12:37:00 PM
From: Bill Arndt  Read Replies (2) of 2018
 
Sultan, I agree that Andyne is in the spotlight for many investors. However, this quarter's numbers could be very ugly with some dilution from Andyne and the .10 merger related charge. It all depends on what analyst's expectatiions are given the above considerations.

On the fundamentals, I was thinking about Business Objects, Cognos
(who's products I've seen) and Andyne (haven't seen them). I don't think either BO or Cognos has any kind of a proprietary or special niche advantange. What they have is a large installed base. A customer could just as easily go with Andyne on a new purchase decision. Hum's presence due to Exceed could be a factor in favor of Andyne -- at least Andyne will be noticed. It's a very competitve market.

Bill.
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