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Technology Stocks : VISIO Corp (VSIO): Big ISO 9000 Play -- Ignore unavailable to you. Want to Upgrade?

To: Adam Nash who wrote (221)	10/28/1998 9:32:00 PM
From: Dan Spillane	Respond to of 522

Just a few comments on the conference call... 1) They guided fiscal 1999 estimates to around 40% revenue and EPS growth. On that alone this stock should go up -- this is what the estimate was when the stock was much much higher. 2) For the next quarter, sequential growth should be a little less than 10%. 3) New product introduction should boost next quarter. Other new products in 1999 as well. 4) The one negative was IntelliCad sales were not up to expectations. However, they made the quarter regardless. Personally, I think this information leaked out and everyone decided Visio would miss the quarter because of this and this is what hit the stock. They seemed to make clear that IntelliCad is only one iron among many in the fire. Judging from the quarterly results, it is just one of many.