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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: Muthusamy SELVARAJU who wrote (205)12/6/1998 9:46:00 AM
From: Martin X  Read Replies (2) of 583
 
I think JDE was a good Y2K play, but that show is over. Companies who were intending to upgrade to JDE have already put their money down and at least started the conversion. It is not very realistic to begin a Y2K project at this late date.

Y2K Projects has been driving the ERP industry for the last 2 years and it is clear now that all of them (PSFT, BAAN, ORCL..) with the exception of SAP have hit their peak and are on the sliperly slope down to more normal growth. SAP is still ticking because it has become an industry favourite and have targetted smaller firm who have been putting off their Y2K duties.
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