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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Jordan who wrote (29607)	1/21/2000 8:44:00 PM
From: AlienTech	Respond to of 43080

We do not believe there is a great likelihood of the company's takeover while its market capitalization is still around $2 Billion, but its cash situation is deteriorating steadily. We would recommend Baan consider spinning off some of the companies it bought, such as Customer Relationship Management (CRM) firm Aurum and financial software maker CODA Financials. In fact, Aurum could have a market capitalization higher than its parent could, and if spun off, it could compete head on with the only remaining independent CRM vendor, Siebel Systems. The potential equity earned from these sellouts would come in handy for Baan, as a much needed cash infusion for focusing on its combined e-commerce, supply-chain and ERP back-office product portfolio. technologyevaluation.com