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

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To: Edwarda who wrote (277)2/1/1999 12:20:00 PM
From: treetopflier   of 583
 
Three noteworthy points:

The dialogue with D. Noll has underscored three points I made on this thread over the past 5 months that are worthy of repeating -

1. AS400 and UNIX types don't travel in the same circles and don't mix well.

Why should you care?

Because JDEC is staking a LOT of its future growth on successful introduction of its products on UNIX, where it has little expertise and few people. And you can see what AS400 types think of UNIX from D. Noll's observations.

2. JDEC took a simplistic approach to its underlying data model and didn't spend enough time on access methods (SQL) to get decent performance. Take a look at the knowledgeable D. Noll's commentary about how difficult SQL is to write and that it is no big deal. His feelings are representative of an object developer coming from the simplistic AS400 data storage environment. JDEC basically ported their AS400 data model directly to ANSI DDL. It isn't what a logical data modeler would call a 'normalized' implementation on an RDBMS.

I don't care what JDEC's user interface is written in, their product performance will stink anywhere but on the AS400 via a LAN. JDEC has repeated a mistake that Cullinet made in the 80's. Cullinet took a set of CODASYL applications and tried to make them look relational. JDEC has taken a set of AS400 applications and tried to make them look relational in the same vane.

JDEC's SQL looks like D. Noll's 6 year old son wrote it. Full table scan after full table scan. Typical of rookie SQL coders.

3. JDEC thinks that a sale is the same thing as a successful implementation. They sell a client their OneWorld product on UNIX and then immediately reference them to build more sales. OneWorld has been available for a year or so on UNIX -- WHERE ARE THE PRODUCTION REFERENCES?!

Could this explain why the quarter is more back end loaded than usual. Yes.

This type of reference selling catches up to a vendor. And it is catching up to JDEC.

Cheers!
ttf
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