In a nutshell, J.D. Edwards seems poised to deliver applications within its traditional verticals that are wide-ranging, integrated, and modular (loosely decoupled) at the same time, which is apparently a clearer message and a better business model for the company. With a new management team the company seems to have found its soul, as it has finally pinpointed the right offering for its target market (both geography, customer size, and vertical segments wise), and it also seems to be exuding an air of confidence without arrogance, which had rarely, if ever, been seen in the past.
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like pipeline management, cash flow increase, collections/days of sales outstanding (DSO) reduction, margin improvements, etc., have all been improving, while increasing sales to the installed base, expanding the services business, and enhancing the company's market visibility has been happening as well. While the new CEO has indisputably produced quick results and has boosted the company's posture (albeit he still has remaining work cut out for him), it would be unfair not to give credit to the former