Visioneer (VSNR): Does anybody know what's going on? Message Board

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Technology Stocks : Visioneer (VSNR): Does anybody know what's going on?

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To: jlib who wrote (1380)	4/24/1998 8:33:00 PM
From: Benjamin Ostrom	Read Replies (1) of 1763

I like the 1q numbers mainly because it was the first quarter where VSNR was really pushing the channel with real prices i.e. $149-99 flatbeds. Saw the Vx advertised at $49. I think they are getting to understand costs and demand better, like a professional company finally. And I really like the Sam's club deal - this is a new channel, very mass and off the beaten track. The price and software will count now. 1Q showed that volumes are up dramatically, and scale should make margins grow. I picked up some more VSNR today. What is interesting is that with each scanner purchase, they get a database of buyer and then can sell the other high margin software. This angle is not there yet, but I think this value chain could show great potential. Sincerely, Ben

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