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Technology Stocks : Hyperion Solutions (HYSL) - An Analytical Gorilla?
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To: treetopflier who wrote (154)9/15/1998 10:52:00 PM
From: Trader Dave  Read Replies (1) of 471
 
Shorting stocks on major merger announcements is smart and something I will pursue in the future. Any increase in risk will result in a reduction in valuation, especially in a negative market environment.

I remain focused on the potential synergies of the merger, but the market is clearly waiting for continued demonstration of business execution before buying in. I didn't call the tech wreck in enterprise software stocks which worsened the problem, but until I find a fundamental problem with the story, I'm sticking to my investment.

You may not like the industry terms, but HYSL is out there selling something and the customers we have spoken to are all seeing significant returns on investment from the olap deployments and their use of Hyperion's applications.

Essbase isn't a repository for transaction data and never will be. while the other companies you sight are larger in revenues they don't have the same R&D dollars to devote specifically towards analytical applications and tools. oracle has to do what it can to catch up in applications, diversify beyond backoffice and keep the database competitive. they spent a fortune on express and it still remains a second rate product that loses in 95% of the head to head competitive situations against Essbase. But building an enterprise class multidimensional on-line analytical engine is easy to do.

I understand that all of Hyperion's tools and applications are y2k compliant while that is not the case with Oracle Express.

I'm sure you can come up with a massive list of criticisms and comments and feel secure with your short position. The results will bear out the accuracy of our opinions.

BTW, I'm with you on LHS group, but it's fighting a euro frenzy to see the stock at reasonable valuations.

TD
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