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


To: Reginald Middleton who wrote (112)8/26/1998 9:47:00 AM
From: Early Out  Read Replies (1) | Respond to of 471
 
I actually wanted to know what the thread thought about threats from the lies of ORCL and MSFT. To be honest, I think that most of the participants are too pro-HYSL to produce a valid analysis. Are there no bearsish posters on the thread? How do you reality check the overzealousness? I am not saying thread does not have a right or reason to be bullish, but it appears as if no one is looking in the other direction.

I'll assume you meant to say likes of ORCL and MSFT. :-)

Certainly Plato has and will continue to cause changes in the market. It is probably one of the reasons Arbor and Hyperion merged. My belief in HYSL is driven by two fundemental factors: solutions vs. tools, and small vs. big.

solutions vs. tool

HYSL is providing a solution vs. just the tools to create one. I came into this from the ARSW side so I'll be the first to admit I know next to nothing about the applications themselves, and in fact I encourage some discussion on Lawson or Walker Financials vs. the Hyperion apps. My experience comes in the Essbase engine side, which I view to be the best out there from a technical standpoint. But, I'm already biased there and have stated so many times. :-)

small vs. big

If I was running a small shop, let's say 50 PCs attached to a couple of DELL NT servers, then I'd very likely go with an all-Microsoft solution. SQL Server 7.0 with DSS via Excel sheets for analysis. There is going to be a huge market here for Microsoft, and the hourdes of Microsoft Certified Engineers looking for something to do.

But when the clients start to grow up? Then I'm not so sure.

Enough for now,

-jsc