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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: LemonHead who wrote (12899)	9/20/2000 11:16:56 PM
From: Bernie Goldberg	Respond to of 18928

Hi, I'd still go with PMRY or APCC. Bernie

To: LemonHead who wrote (12899)	9/20/2000 11:22:55 PM
From: Bernie Goldberg	Read Replies (2) \| Respond to of 18928

Hi just found this over on Raging Bull after I had posted my response. Don't know who Lou Ambio is, but having been in APCC for over 5years now I can at least say that everything in the post is accurate. Lou Ambio recommends APCC: Date written: Sept 18, 2000 By: Lou Ambio American Power Conversion (NASDAQ: APCC) designs, develops, manufacturers, and markets power protection and management solutions for computer and electronic applications worldwide. Simply, APCC makes sure their customers maintain their power. The company manufactures uninterruptible power supply (UPS) devices, surge protectors, and related items. To achieve this APC's products buffer computers and other electronic devices from the damaging effects of electrical power failures and surges. Furthermore, the company also offers power-management software and installation and maintenance services for its devices. APC's products and services also meet the needs of businesses of any size as the offer protection for devices as small as personal computers or as large as entire facilities, with a price range from $25 to $200,000. APC believes they have many opportunities to keep up their strong growth. One area they are looking for this growth is the Enterprise or high-power space. Symmetra and its Power Array technology, APC's product line in this area, has continued to gain acceptance as the premier high-availability solution for datacenters. Furthermore, the company has addressed the three-phase power protection market when they acquired Silcon, which could represent an incremental $1.3 billion in potential revenue to APC. The reason why it is easy to believe that American Power Conversion will grow quickly is because they have done so in the past. For example two quarters ago APC's net income increased 35 percent to $47.1 million ($.24 per share) versus $34.8 million ($.18 per share) in the first quarter of 1999, the seventeenth time in a row the company has met or exceeded First Call Estimates. Last quarter, American Power reported third-quarter net income of $57.6 million, or 29 cents a share, compared with $42.8 million, or 22 cents per share, for the same quarter last year. However, that was only inline with expectations and after the announcement came a warning. American Power said it expects fourth-quarter earnings per share to be a few cents higher than the third quarter, bringing the full-year earnings per share range to approximately $1.13 to $1.25, when $1.30 was expected. This brought the shares plummeting lower as investors seemed to forget the company has grown their earnings on average 24.9% per year over the last five, is expected to grow their earnings 22.7% next year, and 23.9% per year over the long haul. Simply, APC has taken a beating over one poor quarter leaving the stock awful cheap with plenty of upside potential. Questions or Comments for Lou, or to share your thoughts and ideas with other board members, post on APC's MESSAGE BOARD Would you like a specifc company covered on Fallingshort.com?