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Technology Stocks : American Power Conversion

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To: BWAC who wrote (2406)10/27/2000 11:32:36 PM
From: JC Jaros   of 2574
 
Good point about the conservative mgmt mindset. --- I didn't listen to the concall, but I'm thinking that the story goes something like, APC targeted higher end PC clients and Windows 2000 servers and the numbers just didn't happen for them (market flat). --- I note that the obligatory magazine APC ads feature their top line, higher end (server) stuff in place of the previous volume low/midline stuff. --- My guess is we see APCC roar back current quarter with similar revenue but notably better earnings. --- APCC is a tremendous value here. (IMO)_ -JCJ
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