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

To: Ed Frye who wrote (446)	4/26/2000 7:43:00 AM
From: CMon	Respond to of 471

I generally agree. But if you're going to net out cash, be consistent and include the 100MM face of converts. Doing so gives just under $6/sh of cash, but still cheap for this space.

To: Ed Frye who wrote (446)	4/26/2000 8:53:00 AM
From: Dave O.	Read Replies (1) \| Respond to of 471

Ed, Some notes from the call ... direct vs. indirect was 62% and 38% (last year it was 71% & 29%). $2.1 million in restructuring European ops, mainly severance costs. DSO increased from 88 to 99 (need to get it back down to 80-90). Sales force situation stabilizing, perhaps because reps hitting quotas meant bonuses etc. Any revs from OS/390 will not begin showing up until Q4 since IBM revs are booked in arrears. No repricing of options although employees were given some new options (around $45, which Rodek thought was a good price at the time). When asked about stock repurchase they danced around a direct answer but Rodek all but said they are undervalued relative to others in the sector. Good call overall with DSO needing a little work and I'd like to see an end to these severance expenses. Dave

To: Ed Frye who wrote (446)	8/2/2000 4:14:28 PM
From: Thomas DeGagne	Respond to of 471

Here are Hyperion's results: biz.yahoo.com Revenue Grows 33% in Fourth Quarter Software license revenues for the quarter advanced 45 percent ``I'm delighted to announce the results of a fantastic quarter and a successful year,'' said Jeff Rodek, Hyperion's Chairman and CEO. ``This is the third consecutive quarter in which we have increased software revenue growth year over year. We are going to continue to pursue aggressive strategies aimed at delivering profitable and disciplined growth for our shareholders, and we expect to continue investing in attractive growth opportunities within the business analysis software market.''