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

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

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To: bob zagorin who wrote (330)	3/1/1999 11:03:00 PM
From: treetopflier	Read Replies (1) of 583

JDEC under $10 by 90 days from today... Heres' why. 150 new reps. Average deal size declined dramatically last quarter. License revenue growth was only 2%. Incremental seat additions slowed dramatically (for all the reasons I have continued to sight here -- you don't add seats when the software doesn't go live) last quarter. Don't worry, they'll make it up on volume ;) Maybe they can do 1000 deals at 1/8 the price this quarter... They are going to completely blow the next quarter, without a doubt. Trader Dave did you reshort the bounce? Looks like it might have been a good time to do it again. ttf

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