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

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To: Dave O. who wrote (175)9/27/1998 11:49:00 PM
From: Turs  Read Replies (1) of 471
 
Didn't really see any highlights posted from the CC a couple weeks ago, so I thought I'd summarize:

1. Quarter is looking very good. Much less back end loaded than last September (Arbor side). Revenue from partners has been especially strong. Are actually under budget on expenses because they were able to shift some people in ovelapping positions to fill open slots.

2. Sales force will be integrated by Oct. 1. Will be fully educated by Jan 1. New hires will have to be trained and then ramp up and should be at quota production by end of next June, implying the acceleration in growth (from 35%) that the company talked about when the merger was announced will begin with the fiscal 00 year (July 99).

I felt a lot better after the call was over. Not buying any more though. I'm in for enough considering I have a loss in it. Averaging down is usually a losing battle.

Turs
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