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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: treetopflier who wrote (216)1/7/1999 11:32:00 PM
From: Michael Watkins  Read Replies (1) of 583
 
Interesting comments treetopflier.

Your post reminds me of something that I could write about players in my own industry. Also reminds me a little of my own arrogance too, and I mean that in the nicest possible way.

I am not long nor short JDEC but often play in their sand box. I have noted JDEC winning competitive situations in my neighbourhood, along side PSFT and ORCL and SAP.

I used to believe that superior product ultimately always wins the day but alas that isn't always true. Superior product means different things to different folks as well. I conceptually agree with one of your points - multi-currency is increasingly important in the world, the e-business world. On the other hand, I bet the demographic data says that there are plenty of mid market orgs that need new financials and JDEC implied price discount and faster time to implementation may be keys to their success. This market is bigger than the global 1000, ultimately.

Your comments on technology / architecture make me suspect that they've gone through some interesting times in the evolution of their product away from the AS400 crib. Many product companies have to deal with failure as they move into new areas. Does JDEC have what it takes to recognize problems, adapt and move on?

I don't know the answers to any of these questions, just curious.

PS: In some ways I am not surprised about your comment re Oracle. It would not surprise me to learn that a vendor, even as big as they, haven't been able to figure out what makes customers buy other products. Their arrogance is legendary! Comes from the top I think...

Having said that, I'm happy to make a few bucks off of them too, and we use their products as well as the dreaded Microsoft.
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