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

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To: cmg who wrote (262)11/6/1998 11:40:00 AM
From: Dan Spillane   of 522
 
The math says 44-55 dollars a share, perhaps your double will turn into a triple? I'm sticking with this one, after the positive quarter and meeting this week.

One more thing to consider, with respect to the new Visio Product(Enterprise) I mention in the article. Enterprise has a higher ASP (Average Selling Price) than the existing Visio products. Revenues and/or margins could be boosted smartly starting immediately.

If I were going to speculate I would say next quarter could strongly surprise on the upside. On the conference call, I heard a comment about how at a recent trade show "...they were throwing credit cards at us trying to buy the new (Enterprise) product..." So I think the company is conservative in guidance at this point.

Dan
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