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

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To: bronco who wrote (346)4/5/1999 1:36:00 PM
From: Trader Dave   of 471
 
I haven't been paying close attention.

1) They still have a huge June quarter to deal with.

2) It's not clear to me that Enterprise is a high demand product in a year where y2k, ecommerce and front office have much higher priority.

3) I'm worried about their partnership strategy since they now are an applications company. I haven't seen any new important partners in the last several months.

I am not seeking to add any software names near term anyhow. In software i'm quite comfortable with front office and e-commerce. There's enough happening in bandwidth and communications infrastructure for me.

td
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