J.D. Edwards debut! (JDEC) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: treetopflier who wrote (123)	9/18/1998 12:15:00 PM
From: Wizard	Read Replies (2) of 583

hey treetop, 1) if they do $.30, the stock will tank. if they do $.32, the stock will go down. The investment thesis for JDEC is one of accelerating growth and upside to estimates. 2) SAP faces decellerating growth. Its profit margins are maxed out and the top-line y2k bubble is not trivial. I don't know how it got and was holding a 60x+ P/E when you can buy PSFT for <34x. It has to do with Europeon ownership which I don't totally understand but SAP actually missed their last EPS estimate and the stock held firm... 3) JDEC has low and expanding profit margins and an accelerating top-line. That is quite rare in the software world right now. My guess as to why JDEC is holding up is that it is underowned by technology based mutual funds which all flock to stories of accelerating growth.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next