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Author: climbhi Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 39  
Subject: Re: qadi set to climb higher Date: 4/26/1998 4:00 PM
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I've been buying QAD any time it goes below 14.

I agree with you completely that the thin float hurts QAD's share price but that's ok for now since I still need to aquire a little more and even I have only so much disposable cash.

I also hear what you are saying about the technology however - it is my understanding that QAD's latest release is written in JAVA for deployment over the internet. This should help QAD's customers better manage their costs while providing more access throughout the company - in fact in theory it could even integrate suppliers, manufacturers, and customers. Seriously this kind of information integration can drop some serious coin straight to the bottom line.

I did hear something about Peoplesoft having a look at the company - makes some sense - not too much overlap in the product offerings - PS is human resources while QAD is manufacturing distribution and financials. Peoplesoft could surely use QAD's distribution channels to get the product moving on an international scale. Again the thin float means it would have to be friendly - don't know if "mom & pop" are ready to hand over the reigns just yet.

I'm glad I did'nt put my money in Baan. I know a couple of people there who had told me that Baan had been loading their distribution channels with licences to maintain quarterly growth targets. Sooner or later you gotta pay the piper and I think that may have been behind the revenue recognition changes Baan recently announced. The stock got whacked good. And I was going to short it too. It's still probably not too late - Goldman just downgraded it. I think the worse is yet to come for Baan.
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