J.D. Edwards debut! (JDEC) Message Board

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Technology Stocks : J.D. Edwards debut! (JDEC)

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To: Trader Dave who wrote (259)	1/14/1999 6:39:00 PM
From: Edwarda	Read Replies (1) of 583

Dave, that makes two of us nervous about enterprise software right now, especially the ERP companies. And it is not only the investment community that won't know if it is short term or permanent. Think of some of the posts you must have seen on SI. (BTW, if you want "more life, I can suggest some threads that are verging on mania!) Frankly, I'm even a bit wary of supply chain right now. It may not get hit as badly, but not even i2 is immune to speed bumps. Got any thoughts on SE?

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