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Technology Stocks : American Power Conversion

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To: Phillip Crone who wrote (1799)	10/26/1997 11:40:00 AM
From: Mark Fleming	Read Replies (1) of 2574

Hi Phillip, As usual, your points are well worth considering now as they were when you were pounding the table for APCC at $10! To my chagrin, I've been mostly out of APCC for months now and missed the rocket ride up, but I'm still interested in their progress. You mentioned some valid short-term risks from low-end pc buyers and overseas sales. Intermediate- and long-term, I am wondering what your take is on 1) the impact of mass numbers of consumers getting wired into the network (via their cheap pcs); and especially ... 2) electric deregulation. Mark

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