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Technology Stocks : J.D. Edwards debut! (JDEC)
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To: bob zagorin who wrote (250)1/14/1999 1:17:00 PM
From: Trader Dave  Read Replies (1) of 583
 
it's possible, that erp continues its growth, but i expect it will be at a much less torrid pace than the past. the high end market is saturated, the mid market competitive environment is getting much more crowded.

jdec only has experience competing against what? the lawson brothers?

in the open systems market, it's gonna be an ugly year. And if this year is worse than expected, investors won't give a hoot that someone thinks it'll be better next year. they'll crush the stocks even more and wait to re-buy until after it's proven they can survive. So, to be safe in a stock at risk like this one, i would make sure they're going to make the $0.90 estimate out there. if they miss short term, long term credibility will be nil.

also keep in mind that many "erp" studies include new segments such as front office and supply chain in that "continued" growth.
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