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Technology Stocks : J.D. Edwards debut! (JDEC) -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (505)	4/10/2000 3:25:00 PM
From: Terrapin	Read Replies (1) \| Respond to of 583

Hi bob, "FWIW, I think the mgt. changes have to do with strategic focus." I agree. Often this type of move is a precursor to more radical changes. But, it could mean just about anything I suppose. Whatever happens will be interesting because I have sincere doubts that an ERP provider can survive alone nowadays. PSFT purchased, SAP and ORCL developed in-house, and JDEC partnered to get what they needed. I have been wary of the partnering strategy because the revenue stream never seemed clear to me; but at least they were partnering with the best companies in their areas. This could get ugly for a while. Terrapin