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Technology Stocks : Hyperion Solutions (HYSL) - An Analytical Gorilla?

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To: w2j2 who wrote (45)8/20/1998 9:55:00 AM
From: Trader Dave  Read Replies (2) of 471
 
A quick glance at the income statement shows HYSW at 9.4% for the year, which does seem low to me, but that may include extraordinary items.

You can't compare Microsoft at all which is a largely OEM business model. Oracle is probably a better comparable since they have a mix of licenses and lower margin services.

In fact, Oracle is HYSL's most direct competitor.

The target operating margin for the combined company is targeted at 18% and a reasonable objective given the business model.

TD
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