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Technology Stocks : VISIO Corp (VSIO): Big ISO 9000 Play
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To: TAMPAGAL who wrote (349)2/2/1999 8:32:00 PM
From: Adam Nash  Read Replies (1) of 522
 
I agree. The only thing keeping me from buying is the inverse-greater-fools-theory: "I think some other fool will sell it for less"

I have a standing buy order in at 20. Not sure if we'll get that low, but a company with these proven growth prospects and balance sheet quality trading at 20x earnings is a great deal.

As a historical metric, I recognize that software companies are generally valued at 30x earnings or 10x sales. Either metric (which were valid for more than a decade before the recent explosion in P/Es) puts Visio at a much higher price.

Thanks for the info on the investment road show. That may be a reason to pull the trigger this week.
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