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

To: Muthusamy SELVARAJU who wrote (205)12/6/1998 9:46:00 AM
From: Martin X  Read Replies (2) | Respond to of 583
 
I think JDE was a good Y2K play, but that show is over. Companies who were intending to upgrade to JDE have already put their money down and at least started the conversion. It is not very realistic to begin a Y2K project at this late date.

Y2K Projects has been driving the ERP industry for the last 2 years and it is clear now that all of them (PSFT, BAAN, ORCL..) with the exception of SAP have hit their peak and are on the sliperly slope down to more normal growth. SAP is still ticking because it has become an industry favourite and have targetted smaller firm who have been putting off their Y2K duties.



To: Muthusamy SELVARAJU who wrote (205)12/7/1998 2:51:00 PM
From: Lutz Moeller  Read Replies (1) | Respond to of 583
 
Muthusamy,

I sold all my stock on 1 dec. Recently I bought for 25% QNTM. I seem to have a problem with market timing psychology. I never wanted to market time. Now I did. And feel bad. I hope to have the patience and wisdom for better decisions later. I do follow asnd adpt efii itwo sap psft qntm and tdfx, which mostly are up nicely after the lasr monday dip.

i do not regularyly follow jdec.

good Luck Lutz


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