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

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To: bob zagorin who wrote (340)3/4/1999 7:00:00 PM
From: treetopflier   of 583
 
If only they could make a buck for every press announcement...

They look like BAANF. Lot of good it is doing them. $250M loss this quarter. Wait til you see JDEC's numbers. What do you suppose the average rep's base is -- $75K x 150, with most of these not productive yet and those that are producing smaller deals.

BTW, MSFT is the last place I'd turn for all encompassing e-commerce solutions. Good choice JDEC. Why didn't they partner with NEON, another IBM business partner? As if MSFT has a freakin clue about anything relating to an AS400...let alone business application interconnectivity. Get real. MSFT is a desktop application vendor, trying to be an enterprise database and operating system vendor and doing both poorly. VNTV went all MSFT too. Check their stock price. If JDEC wants to put all its eggs in MSFT's basket they'll be waiting a long time for them to hatch.

ttf
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