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

To: Trader Dave who wrote (77)	8/24/1998 7:00:00 PM
From: Reginald Middleton	Read Replies (2) \| Respond to of 471

Beign the devils's advocate that I am: <In addition, it clearly lacks many of the high level financial functions that the high end of the market need.> Isn't this a non-issue with Excel 2000 as an interface and the ability to write RAD server side code. I have had functions for financial applications (exotic option pricing and corprorate valuation) that easily surpass what is currently available in OLAP products with VBA and C++ code in weeks. This is probably the biggest threat to Hyperion, not the initial robustness of the product, but the ease of which the product is extended and the depth of the consulting force dedicated to the MSFT platform, the VB, VBA, and emerging C++ server side app shops. I am not familiar with the write back capability of PLATO, but it seems that it would be illogical for MSFT to release the product without it considering the growing importance of the field. The scalability and performance issues are credible disadvantages of early release MSFT products. These are often offset by the pricing models and sheer marketing power which MSFT seems to wield. Reference the rise of NT 4.0. <Right now of course, in it's beta form, Plato can leap tall cubes in a single bound and respond to any query faster than a speeding bullet....kind of reminds me of the threat that sql-server posed to oracle in its first release five years ago.> This is my point exactly. Oracle is now feeling heavy pressure in terms of market share capture (loss) and discretionary income. The market capitalizes future revenue streams, so if MSFT is perceived to be a credible threat, Hyperion will feel it in the share price. ORCL, SUN, BORL and NSCP certainly have, and all of them save NSCP had superior resources.