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Technology Stocks : Hummingbird Comm. (HUMC) -- Ignore unavailable to you. Want to Upgrade?

To: Martin Goldenberg who wrote (1561)	4/25/1998 2:05:00 PM
From: Sultan	Respond to of 2018

I think you have summed up my thinking as well. Unless they move more aggressively and quickly on BI/DW market with acquisition etc. the stock will be in a trading range. On the positive side, BI market is pretty robust right now. COGNF reported excellent and much better then expected earnings. BOBJY reported .08 vs expected .04 on Thursday and the share price appreciated 20% or there abouts. What ever strategic plans HUM has, they have to execute as fast as their ability to absorb change since rest of the BI players are pretty aggressive bunch.

To: Martin Goldenberg who wrote (1561)	4/26/1998 2:55:00 PM
From: Bill Arndt	Read Replies (1) \| Respond to of 2018

I think you are too pessimistic about the connectivity revenues. IMO the software/hardware diversity trend is still going strong in the datacenter, which means continuing demand for software to tie everything together. According to John Wong? (CEO of Computer Associates), their fastest growing product is UNICENTER, which is a means of controlling UNIX operations from PC's (as well as other functions I may not be aware of). This is from a company that participates in virtually all of the various software/hardware platforms in the enterprise. The point is, the demand for UNIX and other connectivity software is not going away any time soon. Maybe Exceed growth will slow, or maybe it will just become more sporadic -- we will have to wait and see. In the mean time Hum remains a viable company and one that is fascinating to watch. If Hum management can pull off this transition to data warehousing, it should become a Harvard business school case study on how to grow a small business. I'm still betting that they can do it. I'll have to admit though, that these little freefalls in the stock price are getting hard to take. Bill.