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: Trader Dave who wrote (198)	10/21/1998 3:56:00 PM
From: Bert Zed	Read Replies (1) \| Respond to of 371

It would help to steady nerves a little because I have more faith in the ability of the founders than in the rest of the present mismanagement team put together. I do not think you or I have tried catching this falling knife yet.......even though we did talk about it after the previous big drop. Despite increasing competition JDA still has the best product out there. Y2K slowdown agreed. del

To: Trader Dave who wrote (198)	10/25/1998 3:51:00 PM
From: Stewart V. Nelson	Respond to of 371

Trader Dave I believe that a "freeze" in enterprise hardware and software purchases next year after companies get a handle on their Y2K problem will send the US economy into a recession next year. All these ERP vendors are going to get cheaper. We will have a "once in a lifetime" opportunity, probably just after the first quarter in the year 2000 to add the SAP, PSFT, JDEC and JDA to our portfolios. I agree that "patience" will be rewarded in ERP software. we have not seen the bottom yet! regards Stewart Nelson