Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BWAC who wrote (2406)	10/27/2000 10:05:45 PM
From: asenna1	Respond to of 2574

-------------------------------------10/1/2000-------9/26/199 NET SALES-------------------------$394,977--------$355,920 COST OF GOODS SOLD-----------227,079----------188,983 Net Sales up 10% Cost of Goods Sold up 20%.

To: BWAC who wrote (2406)	10/27/2000 11:32:36 PM
From: JC Jaros	Respond to of 2574

Good point about the conservative mgmt mindset. --- I didn't listen to the concall, but I'm thinking that the story goes something like, APC targeted higher end PC clients and Windows 2000 servers and the numbers just didn't happen for them (market flat). --- I note that the obligatory magazine APC ads feature their top line, higher end (server) stuff in place of the previous volume low/midline stuff. --- My guess is we see APCC roar back current quarter with similar revenue but notably better earnings. --- APCC is a tremendous value here. (IMO)_ -JCJ