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Technology Stocks : Hyperion Solutions (HYSL) - An Analytical Gorilla? -- Ignore unavailable to you. Want to Upgrade?

To: Dave O. who wrote (412)	10/20/1999 2:26:00 PM
From: Turs	Read Replies (1) \| Respond to of 471

Dave - I doubled down on HYSL after the merger was announced (I already knew better than to invest in front of a merger of equals, but I did it anyway). One of my longer-term concerns was how crowded the analytical apps space was becoming. I prefer to invest in either totally wide open nascent markets (e.g., operating resource procurement right now) OR where there is already a gorilla (HYSL wasn't it). But since the CRM, procurement, and ecommerce thing took off, we haven't heard much from Oracle or SAP on analytical apps. MSFT either. Any thoughts about the state of the AA market? I'm still in and almost back to even ($28). I've sold calls a couple times just to extract SOME value from the holding. But I'm still inclined to sell if it really gets some momentum behind it. Thanks. Turs