Cognos Inc. - COGN | Stock Discussion Forums

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Technology Stocks
Cognos Inc. - COGN

An SI Board Since August 1996

Posts	SubjectMarks	Bans	Symbol
1109	13	0	COGN

Emcee: Cynic 2005	Type: Unmoderated

Introduction Market Data Compact

Cognos is a market leader in business intelligence (BI) software. Their BI products, Improptu and Powerplay are selling at a brisk pace. Their application development (ADT) business, once their main bread-and-butter, is declining at over 14% rate. Despite that over 100% growth in BI product sales is helping them realize over 25% growth in revenue and about 100% growth in net. Recent strategic partnerships with Peoplesoft, Informix, HBO & Company, IBM and many others should help them increase their sales even more.

Their main competetor, Business Objects (BOBJY), was high flyer and recently came down to earth - to under 20 from 55. At the same time, Cognos showed the steadiness of a mature consumer product company. In July 96's selloff Cognos traded in the 18.5 - 23 range!

The stock is up over 250% in the last 18 months. The company's current business is in sound shape to justfy current stock price of 22 (though it appears expensive.) Since the results from many of these alliances haven't yet hit the bottom-line, I think Cognos has good upside potential.

All comments on this will be appreciated.

Good luck to all!

>>Mohan

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
1109	Wow! Very quite here. Come to the BI thread.... Cognos upgrades their analytic	Thomas DeGagne	-	7/30/2001
1108	Attention Cognos investors! I have just created a thread to address Business In	Thomas DeGagne	-	1/9/2001
1107	Cognos investors who are interested in EIPs should check out the following new t	Thomas DeGagne	-	1/4/2001
1106	Great Plains is distributing ProClarity by Knosys (www.knosysinc.com). They also	Peter Dierks	-	11/30/2000
1105	Is Great Plains distributing something else in its place? Carl I note that you	Carl R.	-	11/30/2000
1104	Cognos had a partnership arrangement with Great Plains. It was cancelled today.	Peter Dierks	-	11/29/2000
1103	Only other speculative short term position I have is SGNT.. But I am inclined to	Sultan	-	8/17/2000
1102	Well I'm 100% in favor of a BRIO merger. I'll hold 4300 shares of BRIO	Thomas DeGagne	-	8/17/2000
1101	Yes, I noticed the mistake.. As for BRIO, Cognos hinted at merger and consolidat	Sultan	-	8/17/2000
1100	Nice to see Cognos get some good press in WSJ. One big error in the article tho	Thomas DeGagne	-	8/17/2000
1099	djreprints.net	Sultan	-	8/17/2000
1098	A new reseller/OEM for Cognos: biz.yahoo.com	Thomas DeGagne	-	8/7/2000
1097	I decided to simplify.... :o)	Sultan	-	7/1/2000
1096	What happened to "Kabani"? Carl	Carl R.	-	6/26/2000
1095	How well have stocks recovered from the tanking? I compare how much of the loss	Carl R.	-	6/26/2000
1094	ottawacitizen.com	Sultan	-	6/22/2000
1093	DLJ Securities (COGN) reit top pick reported strong 1Q results, EPS of $0.	Marc	-	6/22/2000
1092	Yes, I have a bunch of spreadsheets where I keep data on companies that I own,	Carl R.	-	6/22/2000
1091	Thanks Carl... You are a lot more organized then I am. Do you maintain a databa	Sultan	-	6/22/2000
1090	The market seems to like the numbers better than I did. BRIO and BOBJ down, COG	Carl R.	-	6/22/2000
1089	Still in and based on everything so far, intend to keep it for better prices si	Sultan	-	6/22/2000
1088	Hmm. Yes, I see that license revenue grew faster than overall BI revenue. As I	Carl R.	-	6/22/2000
1087	It was a mixed qtr. The number that I do like is 56% BI license revenue growth.	Sultan	-	6/22/2000
1086	I checked my model and I did have $.13, not the $.19 that I cited, which was my	Carl R.	-	6/21/2000
1085	IMO COGN is heading higher tomorrow, provided we have good market conditions.	Marc Fortier	-	6/21/2000

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