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


To: treetopflier who wrote (298)2/3/1999 8:51:00 PM
From: D. Noll  Read Replies (1) | Respond to of 583
 
Flop_to_retire (aka tree_top_flier),

I was pleased to see that you have refrained from posting any more of your technical b.s. to this thread. It's good to see that you are sticking to what you are most capable: lousy market analysis.

Please share with us once again your assessment of the ERP sections 52-week performance (minus ORCL). Give us your expert analysis again on why PSFT is -53%, BAANF is -73%, MANU is -80%. [ They must run on NT and AS/400 @;-) ]. JDE is only - 23%. Yes, we know Oracle is doing well. But Oracle has a 55.0 P/E. That's grossly overpriced relative to the other ERPs if you factor in sales of Oracle Financials.

FYI, I know how concerned about the JDE/Solaris thing:

jdedwards.com

We know so little about your identity. Can we assume that you have made a massive fortune in "software, wetwear, and underwear" and have now retired. What have you got to lose by letting us know?



To: treetopflier who wrote (298)2/8/1999 5:07:00 PM
From: cfimx  Read Replies (1) | Respond to of 583
 
ttf, what are this company's prospects longer term? I think I know how you feel about the near term. surely you aren't lumping them together with ross? Thanks!

Is ONE WORLD a good product?

And when should I buy sap? the stock...not the software.