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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: treetopflier who wrote (178)10/22/1998 6:44:00 PM
From: space cadet  Read Replies (1) of 583
 
treetopflier, it is a pleasure to hear from somebody truly knowledgeable about the industry. And you aren't shy at expressing your opinions either ;~). Well you seem to be a bear in hibernation. I too see a fall in the spring, but just your normal six month correction that we have been having for several years now. What makes you think it will be so much worse? We definitely disagree on dell, I see it trading between 50 and 100 say next year, but not collapsing.
I probably agree on SAP. I should have known they were a terrific short when places like the WSJ were suddenly touting the relatively unknown company as a possible contender to replace microsoft as the leading software company. Kind of reminded me of all those articles last year about the tallest buildings in the world being planned in Kuala Lumpar in Malaysia and how those countries were growing like tigers were a sure sign of a top. Missed that opportunity as well, wouldn't you know it.

"I challenge ANY competent technical JDEC resource to refute ANY OF
MY CLAIMS! One World belongs in another world. Earth ain't it."

Great line! This being the JDEC thread, I wonder if anyone will respond to your challenge. You started off by reassuring me about kea but not you've got me worried again. But I think the paint-tapers have the entire baby boom generation to lean on, so I don't see the outright doom and gloom you do, though we probably largely agree that valuations have gotten too far ahead of themselves. But if msft fell it would impoverish more people than any other conceivable action in the US, probably. There's just too much money and lives and inertia involved for that to occur. It may tread water just like intel did since Jan '97 but it ain't going to collapse.
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