<Refrain from posting technical B.S. to this thread>
Yes I'll leave that to you.
How do you get -23% on JDEC when it had a high of $49.75 (and I won my beer bet with Wizard) and now sits at a paltry $19 and change? You'd think someone as astute as you (with your ability to so accurately dissect water into constituent parts) would be able to do fractions.
You left SAP off your list. You'll see my posts on that thread about the end of its run in the $50s if you care to read back that far. Same on PSFT and BAANF. I won't repeat those posts here other than to say BAANF is heading into obscurity and PSFT will languish about where it is for a long time to come. BAANF is a managerial train wreck and PSFT is having a hard time outside its traditional strong holds, public sector, health care, human services.
MANU is a one trick pony and it takes more than that to sell enterprise apps these days. They also did a poor job of managing the sales cycle, forecasting sales (1998 Q2) and selling their company most recently. They'll be scooped up eventually, but for lots less.
Enough for you today. Pick your own stocks. Love ERP so much, ORCL is headed to $80. Try that one.
I don't know where you got the idea that I am a disbeliever in the AS400 or the people who work on them. It is a good platform for the mid-market, to a point. I didn't have an overwhelming desire to spend my career there since companies like GE don't run their businesses on these low end platforms, but that doesn't mean they are bad. Morever, until I met you, the AS400 professionals I know were all very competent, personable folks. I can't believe they are all as self righteous as you seem to be. But what do I know. Maybe you are representative and they are all dorks. Doubt it. I watched Gateway Computer try to grow their business on AS400 and nearly die as their customer service departments languished with 3-5 minute response time. Gee, any wonder DELL kicked their ass? The AS400 is well suited to the mid-market, but when it is out of gas, it is out of gas. Are you running your data warehouse application on it? And it is pricy as hell at the top end of its performance curve where IBM makes most of its coin. It was a godsend for IBM and will be for a long time. IBM only recently (last 5 years) figured out that UNIX was going to be profitable without disrupting mainframe sales. If they hadn't had the AS400 revenue stream during that time they wouldn't be at $175 today.
Hey, for a good time check out the new Oracle App ads on CNN/FN. Nice to see them take SEBL on directly. 55 PE on trailing earnings isn't much of a worry. I'm looking for $1.75 this year. Rework your math.
Now about that cool new Front Office offering from JDEC...dream on.
Oh, BTW, Sun sleeps with everyone. Standard partnership stuff. Java won't fix what is wrong with JDEC. Until they fix the data model and the code that does RDBMS access it won't matter what it is written in (C, C++, Java) and it won't matter where they put the code. You can bet your butt they won't put it in Oracle8i where Oracle is putting theirs. After all D. then it wouldn't be an ANSI compliant implementation would it? Then they'd then have an Oracle specific app suite and couldn't play the SQL Server game with MSFT or the DB2/6000 game with IBM. And we know how much expertise Oracle expertise JDEC has...NONE. Java isn't the salvation for JDEC. It is just a means to web enable a poorly written application so it can run slowly via a browser from anywhere on the planet, not just via Windows.
Funniest part is JDEC will spend ALL THIS MONEY to do a Java version, only to have to THROW IT ALL OUT when they go back and fix their data model. JDEC is Cullinet all over again. You are too young to remember CODASYL. Good applications START WITH good data models. If you knew jack sh*t about relational application development instead of telling me your 6 year old can write really good SQL then you'd understand that. Nearly all the AS400 SQL I have seen IS pathetically simple because the AS400 is a poor SQL engine. Lots of AS400 TPC benchmarks out there, aren't there...no. None. Never have been, never will be.
Back to Sun. Show me ONE JDEC production reference on Sun. I pity the poor company that trys JDEC on Sun. How would YOU like to be number one? I've been there with these guys. It ain't pretty. What self respecting Open Systems application company does their Sun port LAST? Post your excitement about this 'partnership' over on the SUNW thread and you can be the next Dale J.
ttf (back to sipping Blue Hawaiians by the pool ;) while you reboot your PC again...isn't that Centura stuff stable?)
"Come back here and fight you coward!"
"What are you going to do, bleed on me?"
Monty Python |
