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


To: Muthusamy SELVARAJU who wrote (187)11/7/1998 9:42:00 AM
From: Trader Dave  Read Replies (1) | Respond to of 583
 
Just because jdec is a few months behind the other erp vendors in its impending slowdown doesn't mean it's current valuation is justified. Especially in front of a major sales force reorganization, a poorly planned doubling in size, and entry into the much more crowded UNIX market.

Yuck! Dangerous territory, but waiting to re-short until after the hype of the last good quarter is over and the next wave of insider selling begins.

Knife catching - a dangerous business.

TD



To: Muthusamy SELVARAJU who wrote (187)12/4/1998 1:48:00 PM
From: Lutz Moeller  Read Replies (2) | Respond to of 583
 
how do You feel today, afe Your post nov 7th'?

Lutz