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Technology Stocks : American Power Conversion
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To: jas cooper who wrote (1712)8/6/1997 9:50:00 AM
From: douglas hurd   of 2574
 
Point taken on Item No. 2.

I think the simple answer is Value. And this company has loads of it.

This is not a 'Glamour' stock and so I can't really factor in the performance of companies like DELL/Compaq/Intel except in the very long term.

Because not too many people really understand the UPS business the company is frequently under-appreciated. That, coupled with a cyclical industry and a number of major investors who STILL haven't forgiven the company for 1995's bottom line make for a real roller coaster.

Enjoy the ride and look for a Q3 blow-out.

Douglas

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