SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : J.D. Edwards debut! (JDEC)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Wizard who wrote (142)10/2/1998 4:29:00 PM
From: Trader Dave  Read Replies (1) of 583
 
how long can jdec keep growing when sap and psft ARE having success in the middle market. it's just the deals aren't large enough to offset declines in high end.

in addition, how long can jdec market around the fact that their zero world UNIX architecture is a dismal failure? i wonder how good their UNIX reference selling is?

if they earn $0.60 next year and it's at risk, shouldn't this thing be trading at $12?

Even though it's a recent ipo, they've been around for a long time. there was an aborted ipo once, it was during a dismal q1 as i recall.

how would you value jdec if they miss?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext