Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDA Software -- Ignore unavailable to you. Want to Upgrade?

To: Andrew who wrote (140)	8/3/1998 4:58:00 PM
From: Trader Dave	Read Replies (3) \| Respond to of 371

sword catching in a weak market is very risky. take a look at security dynamics, computer associates, itwo, or others. this reminds me of vantive in the march quarter, when they beat the numbers but license growth was weak, the june quarter was a fiasco. the risk of missing for jdas has increased dramatically, if you combine that with the fairly inexperienced management team, you could get a combination of increased spending and weak results. JDAS is CHEAP stock, that doesn't make it inexpensive and it doesn't mean there's not enormous risk to the estimates. I'm not involved either way, but I've played sword catching too often recently...now I'm typing with my elbows. TD

To: Andrew who wrote (140)	8/4/1998 12:03:00 AM
From: Trey Yon	Read Replies (1) \| Respond to of 371

Andrew take a little advice from a seasoned SI member & stock trader with 10+ years experience in this game. Dump your JDAS stake on the open in the AM. You'll have no trouble buying 1.5X to 2X as many shares back over the next 4 to 12 weeks as JDAS forms a base (probably in high single digits to low teens) if your still in love with JDAS. Best to stand aside and let the knife finish falling this IS just the kind of thing that turns a large nest egg into a small one. Just some friendly advice from an impartial observer who has NO stake either way. ( They only reason is I 've been watching & waiting patiently myself for a good entry point on the long side, but it's still much to soon)