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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (3454)	2/23/1998 4:45:00 PM
From: j glad	Read Replies (2) \| Respond to of 18691

Thanks for your opinion Bill Your response is why I asked for suggestions, I didn't notice they have a dividend and they do have a strong board. A couple of questions though, do you know anything about this Visio product that is in the works that is supposed to compete with AutoCAD? You mention that they just had a blowout quarter, I spoke to the company today and they said they are announcing their year end on Feb. 25 (Wednesday). Last quarter they had a net income of $21 million on revs of 162.2, is this the quarter you are referring to or are you anticipating a blow out for this quarter? Also, only 35% of their revenue is domestic, this tends to worry me, but I am interested in your opinion. I don't have a position in the stock as of yet.