VISIO Corp (VSIO): Big ISO 9000 Play Message Board

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

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To: Dan Spillane who wrote (213)	10/27/1998 4:54:00 PM
From: Adam Nash	Read Replies (1) of 522

Yes. Just saw the same behavior with another stock I own, Atlas Air (CGO). As usual, they beat earnings $0.57 vs. $0.54 expected. However, before the announcement, the stock has gone from 40 -> 20! Before & After the announcement, there were strong moves up, which led to current price in the mide 30s. The street has been indiscriminately selling small cap stocks, in particular tech stocks. I expect a similar pattern with Visio. We'll see, but last I talked to IR (in Sept), they were comfortable with earning estimates of $0.30. Historically, when Visio is comfortable, they beat the number by a couple of cents. But we'll see...

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