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


To: Trader Dave who wrote (276)12/9/1998 5:02:00 PM
From: Grabs  Respond to of 471
 
Don't know as much about legasy HYSW, but it makes sense that selling Enterprise and Pillar into Essbase's installed base is going slower than the flip-flop (selling Essbase). Essbase sells itself, and is easier to learn to sell than Enterprise and Pillar, thus, the former HYSW employees are selling Essbase more than former ARSW employees are selling Enterprise and Pillar. Once the products are better integrated, which is one comment made in the full Dain Rauscher report, people will be more apt to buy Pillar and Enterprise.

I would say that these issues are temporary rather than chronic, however, I will admit again that I am not as familiar with the former HYSW.

-Grabs



To: Trader Dave who wrote (276)12/9/1998 6:26:00 PM
From: Dave Doriguzzi  Read Replies (1) | Respond to of 471
 
Did you read one of the last paragraphs in the recap of the coversation with Dillon?

"We are still comfortable with our earnings estimate of $0.32
based on strong Essbase sales and upside potential on margins,
but there is added risk on top line revenues."

I don't care if they are a few million shy if they meet $.31 or $.32! The street won't either!

Pass the rocket fuel for tomorrow! This thing got way oversold today