Peter HofstraBusiness Objects SABOBJDON'T BUYAug 29, 2006

Business intelligence. Would prefer Cognos (CSN-T) which has a much better consistent history of execution. Also likes their platform better. There is still decent growth ahead.

Peter Hofstra

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Use in conjunction with a "short sell" on their competition, Cognos. This stock is 21 X earnings while Cognos is 28/29 X earnings. Cognos price is twice as much. This gap is too wide.

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Peter HofstraBusiness Objects SABOBJDON'T BUYAug 29, 2006

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