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Technology Stocks : American Power Conversion
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To: Mark Fleming who wrote (1820)10/28/1997 8:30:00 PM
From: Phillip Crone   of 2574
 
Mark, you have been gone for awhile if you don't know about Symetra yet. I eluded to you over 1 1\2 years ago about the potential of a big box from APCC to compete with Liebert and Exide and Best. Well Symetra is just that . My enthusiasm for APCC is mainly based around this box. Go to their Web site and check it out. Main selling points are redundancy and future growth. The key to redundancy is not only creating a fault tolerant box but it also eliminates the needs for those pricey maintenance contracts that Exide makes people buy, should be a huge selling point. We just shipped our first box this month and deliveries right now are very, very slow. We probably shipped one of the first units in the country. Selling these 10 to 20 thousand dollar boxes could really impact APCC but the reality of these returns are some where in the distant future.

Hope this helps,

Phillip
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