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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emerging technologies, delivering more software in the next two years than it has ever happened in any two-year period since the company's inception, putting the latest version of its products portfolio under the unified umbrella brand (that is also marrying the company's name to the product for the first time, further enhancing the brand recognition), delivering industry-based functionality, renewed commitment to professional services, technology innovations via partnerships, a new modular product