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

To: cfimx who wrote (302)	2/8/1999 7:34:00 PM
From: treetopflier	Read Replies (1) \| Respond to of 583

twister longer term, as in 36 months or so...look at PSFT now... JDEC is an AS400 vendor, unproven on UNIX and unlikely to have much impact there Is OneWorld a good product? No. It is a fine fit in existing centralized AS400 shops that want to go to a more fully functional client and want some of the advanced app functionality. Outside that small box it doesn't compare to other offerings in the marketplace. JDEC is a future ROSS. It is inexorably linked to the long term fate of the AS400, which ain't going away anytime soon. When should you buy SAP? SAP was a good buy from mid-1997 through May 1998. We all got rich then. Since then the short side has been more lucrative. They are a services company selling upgrades and additional licenses. They aren't going to really deliver a SEBL quality Front Office product, a PSFT quality HR product and aren't likely to deliver a truly web enabled app suite any time soon. When should you buy SAP? How about never. Want to buy a hot apps company, buy ORCL. Cheers. Cheers. ttf