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

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To: Dan Spillane who wrote (215)10/28/1998 1:26:00 AM
From: Adam Nash  Read Replies (1) of 522
 
Yes. I do. We'll see, but like I said, it happens a lot these days. You could have said the same thing about Atlas Air - Their stock goes from 40 to 20 on no bad news.

"Do you honestly think that the stock would be trading this low if they could meet estimates and maintain their growth estimates?" (paraphrase)

Well, the answer would have been yes. Atlas reported better than expected earnings, and maintained growth projections.

This just happened a week ago. Why is it relevent? Because Atlas, like Visio, has been caught up in this market full of worries about things that do not directly affect it.

There is 0 indication that Visio's business has been or will be impacted at all. Sales are up, new products keep shipping, and the installed base keeps getting bigger. MS reports record earnings, even when just examining parallel businesses to Visio.

I'm not saying I am 100% sure, but I put my money in Visio, and I am very secure in what they are doing.
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