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Technology Stocks : SSA (SSAX) BPCS/Client Server -- Ignore unavailable to you. Want to Upgrade?

To: MAURICE J. SADOWSKY who wrote (503)	1/30/1998 1:25:00 PM
From: MAURICE J. SADOWSKY	Read Replies (1) \| Respond to of 915

As usual--typos all over the place--but the big one is the name of the COO--Stuek.

To: MAURICE J. SADOWSKY who wrote (503)	1/30/1998 2:18:00 PM
From: MAURICE J. SADOWSKY	Read Replies (1) \| Respond to of 915

More typos (carelessness)--the name by the way is "Stuek". THE JOB TO BE DONE--HERE IS A COMPARISON BETWEEN RELEVATE RATIOS COMPARING SSAX AND BAAN.---------------------------------------- ----------------------SSAX-------BAAN PROFIT MARGIN (%)-----0.20-------11.1 RETURN ON EQUITY (%)--0.90-------40.3 RETURN ON ASSET(%)----0.30-------14.3 DEBT/EQUITY RATIO-----0.12--------1.13 PE RATIO---------------NE--------107.6 PRICE/SALES-----------0.81-------11.24 PRICE/BOOK------------2.99-------40.87 BOOK VALUE------------2.58-------.87 EARNING---------------0.03--------0.14 EARNINGS(CUR YEAR(----0.60--------0.40 Well each you can draw you own conclusion but it looks like the real number that the market is watching is revenue growth. In 96 and 97. SSAX had revenue of 341 growing to 430 million. By comparison, BAAN had revenue of 388 million growing to 567 million (three quarters actual and one quarter projected). There certainly is a lot of work to be done--but if it is accomplished, this is one hell of a turn around possibility. Maurice