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

To: Qtrlytrades who wrote (248)	10/23/1998 1:30:00 PM
From: Dave O.	Respond to of 471

From your statements it sounds like you aren't familiar with the merged company. HYSW's Q1, was historically weaker and very strong in Q4 and to a lesser extent Q2. Second, the products you cite are slightly more mature than Essbase; thus OLAP sales will likely grow faster. ARSW was growing at 60+% a year, HYSW at 30+%. The 36% growth posted is right in line with the 35% expectation for the combined company. GSCO and JOSE made comments today: nordby.com Dave

To: Qtrlytrades who wrote (248)	10/26/1998 1:08:00 PM
From: Grabs	Read Replies (1) \| Respond to of 471

I am not sure how much you know about this company, but by the looks of your last post, not much. That is not an attack, but I can't imagine anyone who knows HYSL (or ARSW or HYSW preceding) would not like .28 EPS. Given that the company is in a merger, and the tough IT market, blowing away analyst estimates would be a good thing (at least in my eyes). As for the second half of your comment <Hyperion is going to have to sell a lot of Essbase to make up for the loss of Pillar & Enterprise sales. >, I imagine that you just don't understand the company. Take the time to better understand HYSL and perhaps your views will change. Regards,