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Technology Stocks : American Power Conversion

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To: BWAC who wrote (2385)10/27/2000 4:05:37 PM
From: 4finger  Read Replies (3) of 2574
 
I am just beginning my DD on APCC. It looks so cheap that I'm wondering what I am missing. I am reminded of that Buffet quote "look around the table and if you can't spot the patsie, your the patsie"

When I see press like the EDS bit that smells of revenue potential and think about the macro trend that supports power stories like this I am confused by the lack of coverage. Can you fill in some blanks for me? Did management shit in the shreddies at an analyst breakfast or what?
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