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Technology Stocks : JDA Software

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To: cirrus who wrote (127)7/30/1998 5:29:00 PM
From: cirrus  Read Replies (2) of 371
 
Listened to the first 35 minutes of the conference call and heard nothing negative. Some notes:

... EPS reflects more shares outstanding that last Q due to secondary offering

... Effective tax rate may increase next Q (but no big deal IMHO)

... Company has $80 mil in cash... no debt

... Some Latin American business has been delayed into next Q

... Business pipeline remains strong

... A/R remains in line

... Gross Margin and Business Model remains stable

... Integration of Arthur went well

Unless I missed something, a very good conference call.
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