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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: bob zagorin who wrote (485)2/8/2000 8:17:00 PM
From: Terrapin   of 583
 
Thanks for the article Bob.

It brings up some questions I've had regarding the partnership strategy. In addition to wondering how revenue will be split and who handles installation, now I get to worry whether JDEC is making a mistake by covering up the Siebel, Ariba and TRADEX brands. Ironically, this kind of article is useful for broadcasting that it is these companies' products being sold under a JDEC nameplate.

That line about JDEC no longer controlling its own destiny makes me wonder about a massive, multicompany merger to create a single, large e-business software company.

Another thought that just occurred to me is that the article is useful for the juxtapositioning of JDEC and SAP. Despite the fact that SAP is a much larger company and, from all that I can tell, pursues larger companies it elevates JDEC into the top tier of business software companies.

Just some thoughts,
Terrapin
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