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Technology Stocks : American Power Conversion
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To: The Ox who wrote (2403)10/27/2000 5:39:48 PM
From: 4finger  Read Replies (2) of 2574
 
Thanks for your comments.

It is possible all we are witnessing in the disappointing rev numbers is a 2000 pause after frenzied pre-Y2K demand and that growth off a lower base resumes. I am compelled by Gilder's Powercosm thinking and have a tough time imagining this segment growing slower than the S&P over the next 5 years.

I am certainly attracted to the collapse in any stock if it is a temporary set back but if APCC aren't capable of better than 15% growth going forward than it is only just reached fair value. The tepid guidance re: the next six months suggests there is no reason to hurry up and own this. I suppose I'm trying to sniff-out a management/execution problem. Did this sector grow like gang busters in 2000 and APCC just failed to block and tackle? Any observations on management?
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