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Technology Stocks : Baan (baanf) Lets TALK!!!
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To: Trader Dave who wrote (734)11/7/1998 3:50:00 PM
From: McCallan  Read Replies (2) of 821
 
So Tokyo Mex is more than just a handle on SI? Interesting.
I agree that Aurum may not fully offset the decline in the core business since from what I can determine Aurum is only about 20% of their business. But I think Baan's competitors will get hurt even worse since they have even less diversification into fast growing markets like Front Office. Baan may still be a good short, but I think SAP and JDE may be even better. What price do you think Tokyo Mex will run it up to before shorting?
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