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Technology Stocks : American Power Conversion -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (2402)	10/28/2000 1:21:43 AM
From: P314159d	Read Replies (1) \| Respond to of 2574

Hi Michael, I wanted to chime in here as a long time fan of this company. I could respond to many of the fine posts here, but I will consolidate my thought into 1. I was worried about the qtr and the slow growth from last qtr. It does seem to persist here. APCC introduced some lower cost products trying to reach the consumer so that explains the COGS increase vs. sales. But the sales didn't "pop" like they thought. Consumer-type products must be cheap and dirty and I don't think APCC can work effectively in that arena on its own. They may need a big partner. And for that reason I would buy them, not for 5% annual growth. APCC needs a PE of 10 and a dividend for that. Maybe that's a comin'.