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

To: Dave O. who wrote (175)	9/18/1998 3:27:00 PM
From: bronco	Read Replies (1) \| Respond to of 471

Chuck's report is out....B on analysis and D on FY99 numbers....chuck is concerned over the heavy skewing of the fourth quarter and when combined with Microsoft threat, his FY99 numbers are for $1.52/sh....he sees earnings growing by 37%, but has set a price target that is only 19x his 99 numbers....maybe these will change over time, but I would have to say that Chuck has just gone down a few notches on my list of good analysts.... I will post report later....

To: Dave O. who wrote (175)	9/27/1998 11:49:00 PM
From: Turs	Read Replies (1) \| Respond to of 471

Didn't really see any highlights posted from the CC a couple weeks ago, so I thought I'd summarize: 1. Quarter is looking very good. Much less back end loaded than last September (Arbor side). Revenue from partners has been especially strong. Are actually under budget on expenses because they were able to shift some people in ovelapping positions to fill open slots. 2. Sales force will be integrated by Oct. 1. Will be fully educated by Jan 1. New hires will have to be trained and then ramp up and should be at quota production by end of next June, implying the acceleration in growth (from 35%) that the company talked about when the merger was announced will begin with the fiscal 00 year (July 99). I felt a lot better after the call was over. Not buying any more though. I'm in for enough considering I have a loss in it. Averaging down is usually a losing battle. Turs