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

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To: Technologyguy who wrote (189)10/12/1998 2:55:00 PM
From: Dan Spillane  Read Replies (1) of 522
 
The Visio product stands by itself much like Microsoft Word and Excel. BUT...

Look at it from the standpoint of a fund manager who doesn't understand all the subtle aspects of the software market as they relate to Visio (or if you held BAANF too) -- the only thing that makes sense is to sell the stock and ask questions later. On the other hand, myself and others understand the software and market well. I'm not saying Visio is immune to corporate spending fluctuations but it definitely is NOT affected by competition and saturation like many others.

You said:
It would be nice if someone else besides us understood how positive this is for their earnings. This stock is SO undervalued now.
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