SI
SI
discoversearch

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


To: bob zagorin who wrote (230)1/8/1999 5:28:00 PM
From: Jay Rommel  Respond to of 583
 
Man, I had to chuckle from ttf's comments on JDE.
On the serious side, I'm pretty disappointed about the performance
of JDE since the 1st. I would have thought that the stock price
would be close to the 30s after Oneworld.

When are we going to start seeing appreciation from this pup?
Investing in the ERP/SCM sector doesn't seem to be profitable
nowadays. I recently sold PSFT, after buying it for 16 1/2 a few
weeks ago.



To: bob zagorin who wrote (230)1/8/1999 6:52:00 PM
From: treetopflier  Read Replies (1) | Respond to of 583
 
OK Bob. You are on and my position is in (although it was there already).

My current stake in ORCL is around 2500 shares today.

Let's see you match that amount in ROSS. If you are convinced enough to put that kind of coin in ROSS I'll concede the battle.

BTW, in the past 90 days this ORCL position has moved from around $30 to around $45. Not bad for an aging database/apps wannabee who built there stuff on a single database. Granted it ain't internut quality appreciation, but it isn't bad.

It sure beats the hell out of JDEC tho. Haven't tracked ROSS. You tell me what is has done in the past 90 days. Has ROSS done an ITWO style turnaround, or a BAANF rise and fall?

ttf

P.S. ORCL will see $55 after Q3 earnings. They'll beat them again. The pipeline is HUGE!