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Technology Stocks : American Power Conversion

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To: Paul Kelly who wrote (1125)3/30/1997 5:19:00 PM
From: trilobyte   of 2574
 
Hi Paul,

nice to hear from you and I regret you had to
loose money at one point on APCC. I hope
you're in the black at the moment!

although I cannot garanty that we will make
money on APCC, I believe that management
has been conservative in their forward
looking statements and they did so appropriately.
Although this might have killed the momentum
temporarily, I believe it is just as well
in the long run. When APCC reached low 20's,
it seemed to me fairly-to-undervalued, so I
reestablished a position. I intend to have
a look at the next quarter results before making
further decisions. But remember that comparisons
with last year should be impressive and that
because of APCC's guidance, analysts made
plausible forecasts. I think that if APCC can
deliver 1.25-1.4$ next year, they will trade
above 30$. The main thing is to sail through
the storms we have seen on Nasdaq this year
and be patient (I think these are coming to
an end with the next series of earning reports
in 2-4 weeks, but that's just a feeling!).

now I have been reading these threads at SI
since there were 15 000 members (under another
alias)! And what annoys me the most is to
see nonsense and attempts to manipulate. You
wouldn't believe some of the stories... like
AMAT's etchers were punching holes through the
silicon wafers (right! this is supposed to be
a process accurate to a few micrometers), or
read the thread on IOM -manipulations abound-.
Vested interests galore on these threads! and
my interest is that I have 450 shares of APCC
at the moment! I won't hype the stock: buy
it at your own risks. But please, no lies...

Good luck

Trilobyte
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