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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.52-4.9%Dec 12 9:30 AM EST
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To: w0z who wrote (4959)3/5/1998 3:29:00 PM
From: shane forbes  Read Replies (3) of 10921
 
Bill:

I've always liked APCC. They perform well, extremely well. However there are a few too many traders involved in that stock. The other thing is whether people would want to spend say $100 to protect a $700-$900 computer system. One way you could argue is that the total overall cost is not high so why not buy a UPS. On the other hand you could argue that at 700-900 why bother with a UPS or on a %basis it's just too expensive.

I suspect, as you hint, that UPS sales will do well.
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