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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: treetopflier who wrote (176)10/22/1998 5:14:00 PM
From: space cadet  Read Replies (1) of 583
 
Thanks for the reply, treetopflier and ravi. Interesting responses, both, and I think I agree with your outlooks. Let me just ask a couple of followup questions. First given that you both seem to think kea and y2k companies will do alright, when do you think WS will change its mood on kea and move it higher. I was thinking there should be a blitz of y2k stories starting in Dec in the media which may propel the y2k companies at that time. What's the prognosis for the erp players such as jdec and especially psft? I think psft is the one company in this sector everyone has heard of and so will greatly influence what happens to the other companies in its field. I think psft may be bottoming out here, but not sure. They have made a double bottom. How would you both rank erp companies in terms of investment potential?
Treetopflier you mentioned SYMC Visual Cafe which I'm not familiar with. Is it a really good product and do you like symc? I was into symc a couple of years ago and they did nothing but go down back then. They seem to oscillate between 10 and 30 so it might be a good time to get them here. Actually on dell I tend to agree with you stockwise. I can't see a boxmaker, no matter how great, breaking the 100 billion market cap barrier, so they probably go up for a while and then I see them in a trading range after that, till they develop new products. I can't see them crashing, instead just oscillating around like intel has done the last two years.

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