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

To: Reginald Middleton who wrote (80)	8/24/1998 10:10:00 PM
From: Trader Dave	Respond to of 471

<The markets forward looking horizon is about 3 to 5 years. This is why I mentioned Sun and ORCL, for although they still very viable and profitable companies, the market has discounted their future.> I am well aware of how the market discounts the future. The reason the market has discounted oracle's position is its dismal performance in applications. Larry Ellison made many mistakes screwing around with MPP, media servers, network computers and other junk before he realized that he needed to move up the business process layer to applications to avoid the threat of MSFT in the enabling infrastructure. I do not doubt MSFT's power (Although I do not expect them to remain dominant forever or for NT to take over the enterprise, but that is another debate.) in enabling tools. That is not my point. My point is that while currently essbase is an important component of the HYSL solution set, but the company's strategic orientation is providing end to end solutions in the analytical world. That is why I think your comment about NT 4.0 as being finally adequate is irrelevant. In less than 2 years, plato's overlap with hysl will not be material. For that matter, plato's overlap with hysl's pipeline isn't material now. I know what business Microsoft is in. They sell operating systems, broad market applications and enabling tools. I can not think of a material portion of Microsoft's business that requires the service intensity and end to end solution orientation required to deliver business specific enterprise applications. Your posts aren't irrelevant, my points are that HYSL is headed in a different strategic direction. TD

To: Reginald Middleton who wrote (80)	8/24/1998 10:48:00 PM
From: Early Out	Read Replies (1) \| Respond to of 471

Reginald, From looking at some of your previous posts to SI it's obvious you eat, drink, sleep, and bleed Microsoft. Not that there is anything wrong with that! I'll never bet against MSFT myself. Does that mean I believe Plato or DSS or whatever it's called now will be a thorn in HYSL's side? Not at all. In my opinion it's the classic build vs. buy debate. Corporations are looking to buy a total solution, which is what I believe we have in the HYSL offerings. That is not to say these offerings can't be tweaked - there will still be plenty of working for those consultants! (did everyone see today's Dilbert?) I may be a bit biased because the clients I deal with are AS/400 shops, not NT shops. These clients do not want a free solution on NT running the analysis portion of their business. -jsc