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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: Trader Dave who wrote (249)1/14/1999 1:09:00 PM
From: bob zagorin  Read Replies (1) of 583
 
i've been reading detailed analyses of ERP market in Inf. Week and other trade publications. While Y2K is listed as #1 concern for IT mgrs. for 99, ERP is still #2 and going forward after Y2K will be #1 again along with SCM and E-commerce. All these major ERP cos. are going to struggle a little bit this year but they're stock prices have already been discounted, IMO, to reflect that. I expect them to recover some in short term but to be much higher a year from now.
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