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Technology Stocks : JDA Software
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To: Andrew who wrote (140)8/3/1998 4:58:00 PM
From: Trader Dave  Read Replies (3) of 371
 
sword catching in a weak market is very risky. take a look at security dynamics, computer associates, itwo, or others.

this reminds me of vantive in the march quarter, when they beat the numbers but license growth was weak, the june quarter was a fiasco.

the risk of missing for jdas has increased dramatically, if you combine that with the fairly inexperienced management team, you could get a combination of increased spending and weak results.

JDAS is CHEAP stock, that doesn't make it inexpensive and it doesn't mean there's not enormous risk to the estimates.

I'm not involved either way, but I've played sword catching too often recently...now I'm typing with my elbows.

TD
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