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Technology Stocks : JDA Software -- Ignore unavailable to you. Want to Upgrade?

To: Philip W. Dunton, Jr who wrote (299)	4/28/1999 4:18:00 AM
From: michael c. dodge	Read Replies (1) \| Respond to of 371

What's scaring everyone is the mix between license revenue and service revenue, and the absolute decrease in license revenue. To the extent this is caused by Y2K expenditures and fears, it may reverse. To the extent it is caused by SAP expenditures and fears, it will not. Still, the company is liquid and has a franchise value not reflected in the stock price. The owners have come back to manage, and salvage, their investment, and appear to be doing so. Will earnings AND license revenues come back next year ????? Place your bets.