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Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (1960)8/27/1998 8:28:00 PM
From: Melissa McAuliffe  Read Replies (1) | Respond to of 4509
 
Michelle (or anyone else for that matter)....Have you heard anything about JDEC. I haven't followed them but I've known of them for years. Though I don't have any specifics anything I've heard lately has been fairly positive.

I just read their earnings release and looks like they'll be a $!B company soon. Plus to be quite honest it was nice to see an earnings release where license fee revenue is actually growing faster than services.

From what I know they're in the exact same sectorr as psft, sap,etc. yet you rarely if ever hear them mentioned in the same breath. Wonder why that is. It's not like they're some small player with these kinds of $. I might be wrong but I think that until the last year or so their focus was pretty much on a different platform..(I want to say AS400 but I can't remember). Do people still even have AS400's??

Well.....now let's just hope we see a few more good earnings reports to maybe start getting some of these stocks out of the basement. When is manu reporting? ORCL is sept, right? Can't say I expect a blowout in apps sales from them given their own internal problems.
Melissa