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

To: Technologyguy who wrote (290)	1/5/1999 1:32:00 PM
From: John Edwards	Read Replies (1) \| Respond to of 522

A bit of drop so far today. Anyone care to offer an opinion as to the reason?

To: Technologyguy who wrote (290)	1/5/1999 1:35:00 PM
From: Dan Spillane	Read Replies (1) \| Respond to of 522

A warning to anyone that is selling Visio shares due to association with the SAP(Germany) warning: Whereas Visio has a relationship with SAP, it is only speculation that Visio would also be experiencing problems. In fact, SAP is in the ERP space, same as PeopleSoft. Last quarter Visio shares fell as low as 14 partially because Visio was incorrectly correlated with the ERP market and PeopleSoft... The bottom line is whereas there may be pressure in the ERP space, this DOES NOT translate directly into problems for Visio, as has been proven in the past. Moreover, Visio's new product introduced this quarter has little (if any) intersection with SAP and ERP.