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Technology Stocks : Baan (baanf) Lets TALK!!! -- Ignore unavailable to you. Want to Upgrade?

To: JuniorMint who wrote (768)	1/7/1999 12:20:00 PM
From: McCallan	Respond to of 821

I think their reputation in the states is pretty good. Success with an erp installation can be relative, but I'd position Baan as #2 behind SAP. JDEC seems to be getting a lot of attention lately from the market, but as others have noted on that thread, they've got their hands full with some hot potatoes. I don't think the erp's will bottom out for another 6 months or so, and then I may make like a catfish and do some bottom feeding. I do like Baan's front office exposure and think it will give them a leg up on the competition in the future.

To: JuniorMint who wrote (768)	1/7/1999 1:53:00 PM
From: r g potgieser	Respond to of 821

Baan seemed like a miracle to us - continued huge growth, huge valuation. I did not own the stock, seemed to highly priced. Recently it came out that there was a big web of related companies, foundations etc. around baan, which could ( I stress could) lead to disadvantages for the stockholders. The baan brothers are being expelled now, and I think a major reorganization is under way. The Fletcher investment deal is not bad for existing shareholders, and gives more confidence in the future. I don't know much about the merits of the ERP programs of baan, sap and the like. General opinion here is hope for a recoil in the share price (Fletcher pays up to 16$ for a share if the shareprice rises), for now at least growing confidence. Roelof