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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (6614)	4/7/1999 7:50:00 PM
From: Shane M	Read Replies (1) of 78525

Grommit, I've liked APCC in the past but honestly had taken it off my watchlist sometime last year as it had gotten so pricey. What a crash it has had. The high 20s was where I was looking at buying it a long time ago. I don't mean to speak for anyone, but I doubt it meets the valuation criterion of most of the value investors on this thread. This is probably more of a Buffett stock IMHO. My primary concerns with buying APCC are 1) barrier to entry: The only barrier to entry I see is that APC UPS quality is seen as superior by the vast majority of customers. I'm not sure why competitiors can't make a UPS that is just as good though. It doesn't seem like it should be that hard to do - but apparently is harder than it seems. 2) Slowing growth in PC sales. As PC sales growth stalls will APCC sales slowdown too, or can APCC increase penetration to continue growth? 3) I've wanted a UPS for my home, but they're still a little bit too expensive for my budget. I realize home users aren't the primary market, but when I see something in the store I like and put it back on the shelf because of price it impacts my decision on a stock. Shane

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