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


To: Trader Dave who wrote (188)11/9/1998 1:45:00 PM
From: Wizard  Respond to of 583
 
did you see chuck's note on JDEC today. JDE sells at the second lowest price/sales ratio (only lower is Baan, which is reporting losses) despite being the only ERP-related company with accelerating top-line growth.

The group might still be a short but why is JDEC a better short than SAP (which has high margins but whose PSR is still at 12x)??

btw, shorts are sure getting stung today in ITWO...