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Technology Stocks : VISIO Corp (VSIO): Big ISO 9000 Play

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To: Glenn Norman who wrote (50)6/3/1997 9:06:00 PM
From: Dan Spillane   of 522
 
Once again, I see short-sellers that are about to become exuberant. I seem to remember this scenario every quarter at around this time...

A few things to consider when shorting here:
1) Visio is trading at 72 times earnings-minus-acquisition-charges, not 72 times earnings.
2) The quarterly "PC slowdown talk" which appears like clockwork goes in the face of the outlook of the actual companies involved...you know: Intel, Compaq, Dell.

You said:
"any thoughts on why this stock should be valued at 72 times earnings "
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