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Technology Stocks : J.D. Edwards debut! (JDEC)

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To: treetopflier who wrote (141)10/2/1998 2:36:00 PM
From: Wizard  Read Replies (1) of 583
 
Interesting debate going on here.

PSFT/SAP/BAAN have a saturated ERP market at the high-end and have a tough time in getting the right distribution to attack the middle market, which is unsaturated.

JDEC stock is where it was in April while PSFT stock has lost 1/2 its value. So its been relatively strong. JDEC looks less attractive now relative to before given the groups valuation correction so I am not going to buy JDEC back.

Your beer looks like its on its way...
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