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

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To: Glenn Norman who wrote (152)9/1/1998 1:30:00 PM
From: Adam Nash   of 522
 
Dah Dah Dah Dah ... Adam Nash, Visio Super-Bull! :)

Still don't get it. Feels bad that the market bounces back today and Visio not only doesn't participate, but goes down.

No new news here - I have no idea why it is so low, other than I guess having momentum players drop it really hurts. I'm hoping that over the next few quarters, as Visio delivers earnings, interest will come back to the company.

There is a lot of talk about "flight to quality" in a market correction, but I'm not sure why you would sell small caps, down as much as they are now, just to move to overvalued (still) large caps.

IMO, companies like Visio that deliver 5x average earnings growth are the safe bets. We'll see.

I haven't bought any more shares, largely because I'm short on cash right now in my portfolio. Picking up more Visio at 20 sure does look good, esp. since that's where I got it Feb 1997!

- Adam
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