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

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

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To: treetopflier who wrote (313)	2/15/1999 9:02:00 PM
From: D. Noll	of 583

Every ERP stock is hovering at 52-week lows (except ORCL and SAP). Again, what does the market look like in general. JDEC is just no exception. Its the market, stupid. And, if you think sales of Oracle Financials is the reason Oracle is at 56, your deluded. "JDEC is proof that bad software sells lots of consulting. That's about it." Your personal experience with Oracle may have you believe this, but, to the contrary. It is a well-known fact within the industry that World/OneWorld implementations go in faster than any other ERP available (refer to Information Week, Gartner Group, META, Patricia Seybold Group). JDEC is really not a services company anyway, (not like Oracle anyway). JDEC keeps a firm distance from the consulting services business. Too much interbreeding. This is one of the reasons why revenues are off at JDEC. "Congratulations to the shorts. " Congratulations, to what - successfully shorting a stock.

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