Baan (baanf) Lets TALK!!! Message Board

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Technology Stocks : Baan (baanf) Lets TALK!!!

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To: Furry Otter who wrote (786)	5/23/1999 6:03:00 AM
From: gial	Read Replies (1) of 821

The whole erp sector is staging a forceful comeback, however, I'd bet my money on SAP, PSFT, JDEC, even ORCL. Accounting is an art, but a company that plays this game blindly is only trading its longterm prospect for shot-lived glory. I won't touch it with a 10 foot pole. My guess is that BAAN is rising with the rest of the erp sector, but its rally probably will not sustain. The other erp companies suffered because of temporary spending suspension, and should recover next year, BAAN's suffering due to the erp spending cuts plus its accounting irregularities, which only time will tell if it is willing to rectify.

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