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

To: treetopflier who wrote (123)	9/17/1998 6:24:00 PM
From: treetopflier	Respond to of 583

Wiz, MAPICS is back and man is he pissed! news400.com Do you know what this means to the AS400 world? I'd swap JDEC in a minute for a competent browser based app set supported by the world's largest IT vendor, wouldn't you? C'ya JDE One World. ttf

To: treetopflier who wrote (123)	9/18/1998 12:15:00 PM
From: Wizard	Read Replies (2) \| Respond to of 583

hey treetop, 1) if they do $.30, the stock will tank. if they do $.32, the stock will go down. The investment thesis for JDEC is one of accelerating growth and upside to estimates. 2) SAP faces decellerating growth. Its profit margins are maxed out and the top-line y2k bubble is not trivial. I don't know how it got and was holding a 60x+ P/E when you can buy PSFT for <34x. It has to do with Europeon ownership which I don't totally understand but SAP actually missed their last EPS estimate and the stock held firm... 3) JDEC has low and expanding profit margins and an accelerating top-line. That is quite rare in the software world right now. My guess as to why JDEC is holding up is that it is underowned by technology based mutual funds which all flock to stories of accelerating growth.