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Technology Stocks : Hyperion Solutions (HYSL) - An Analytical Gorilla?
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To: w2j2 who wrote (239)10/22/1998 10:44:00 PM
From: Dave O.  Read Replies (1) of 471
 
CC number 800-633-8284 #1608751
Apps 45% of revs; OLAP 55%. DSO up from 72 to 84; was expected (was 85 last year). Cautioned analysts against raising estimates; they're trying to even out the year from the Q4 bias from the old HYSW skew. Part of excess EPS was due to hiring being behind schedule due to merger aspects. Expecting 50% of customers to buy Integration Server that was announced for use this week. About 25% of accounts have been buying WIRED For OLAP. Minimal discussion on PLATO and SAP's BIW. Seemed to think SAP is trying to create their own relational OLAP product. Didn't seem concerned as they think relational OLAP has been killed in the marketplace. HYSL will expand Apps, either building their own, partnering or through acquisitions. Cash flow positive by $10 million this quarter w/o merger impact. 300 new customers this quarter. Some concern about 52/48% split of license versus service revenue versus historical 57/43% split. Expect some improvement based on HYSW Q4 bias. Expect margin improvement this year over last and to be able to sustain or accelerate growth rate going from 1999 into 2000.

TD, or anyone else; correct me if I misinterpreted anything in the call.

Dave
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