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To: Paul Merriwether who wrote (21705)	11/17/1997 1:38:00 AM
From: Paul van Wijk	Respond to of 176387

Paul, Watch out for BAANF. Don't let the high p/e fool you. There is also an analist-report on the lehman-site. Other factors you should consider - stock-split soon - baan will become part of the AEX-index (dutch DowJones-Index) Paul

To: Paul Merriwether who wrote (21705)	11/17/1997 2:01:00 AM
From: Paul van Wijk	Respond to of 176387

Paul, Others things you should keep in mind considering BAAN; - BAAN corrected already about 25%, although BAAN beated estimates in the last 2 quarter (It always beats estimates so far but it started correcting 4 months ago, just after earning-release) - There has been no bad news on BAAN the last few months, fundamen- tals have not changed, ERP-market is (and will) stay hot, - There is a very strong correlation between the dollar and the AEX (if dollar is up against the mark, than this good news for the AEX, and vice versa), - Software is the best place to be in the IT-sector right now, - IT-services having problems getting new employees - Hardware influenced by SEA, unclear what is going to happen. Hardware will always be cyclical I think I hope I have scared you enough from doing stupid things. Believe me, there are better shorts, (don't) ask Hank & Hank. Paul