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Technology Stocks : American Power Conversion

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To: douglas hurd who wrote (1817)	10/28/1997 7:35:00 AM
From: Phillip Crone	Read Replies (1) of 2574

Douglas, remember my point about these new Pc's coming to the market don't have a hard drive. People will just reboot if they crash. There will be a huge upswing of these low costs computers over the next few years and you will see a massive deflation in pricing much as we have seen in chips over the past few years. Everyone and their brother are going to get into this market and will make it hard for anyone to make money. This is really going to hurt Intel because they don't want to build plants to keep up with these low margin chips that these machines are going to use. I think that MIS and IT managers are somewhat well educated about power protection and I don't think that the growth relative "potential" is there right now, somewhat saturated. As I said before I think the major opportunity for APC right now is Symetra and I am going to try very hard to make this product work for my company and my own company's stock price. Have a great day. Should be interesting but I do believe that today we will see a short term bottom in the market for a few weeks at least. Wouldn't be suprised to see the market come back a few hundred or more points this week.

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