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


To: treetopflier who wrote (186)11/7/1998 8:46:00 AM
From: Muthusamy SELVARAJU  Read Replies (2) | Respond to of 583
 
Folks,

Here I am sitting as far away from the 'action' as one could imagine, i.e. Geneva Switzerland, but have gone very bullish on JDEC. On Friday, I went in on my own account to buy some December 35 calls on the assumption that:
a) the December 3rd 4th Qtr announcement will confirm JDEC's continued momentum
b) sometime in December JDEC will make a significant product announcement that will position it even better against its peers in the ERP industry, and most importantly
c) the current badly battered stock price is IMHO, a 'once-in'a-lifetime' opportunity to acquire JDEC stock at such depressed price levels.

Good luck to long term believers in JDEC (like me)!

Regards,



To: treetopflier who wrote (186)11/25/1998 2:30:00 PM
From: Wizard  Read Replies (4) | Respond to of 583
 
JDEC announces earnings on 12/3. Treetop, I am going long here near $32 for a trade back to $36-38 based on a relief rally as JDEC will beat estimates again and 99 numbers will go up...

I know how you feel about this company but even if their long-term prospects are crappy, this looks like a reasonable trade.