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

To: Phillip Crone who wrote (1799)	10/26/1997 11:40:00 AM
From: Mark Fleming	Read Replies (1) \| Respond to of 2574

Hi Phillip, As usual, your points are well worth considering now as they were when you were pounding the table for APCC at $10! To my chagrin, I've been mostly out of APCC for months now and missed the rocket ride up, but I'm still interested in their progress. You mentioned some valid short-term risks from low-end pc buyers and overseas sales. Intermediate- and long-term, I am wondering what your take is on 1) the impact of mass numbers of consumers getting wired into the network (via their cheap pcs); and especially ... 2) electric deregulation. Mark

To: Phillip Crone who wrote (1799)	10/26/1997 4:41:00 PM
From: Tom Reck	Read Replies (1) \| Respond to of 2574

Phillip, thanks. I agree that techs have been on a roll that can't continue across the board. As of APCC, I'm hoping for a little more upward movement out of the earnings report, then sideways movement.

To: Phillip Crone who wrote (1799)	10/27/1997 3:29:00 AM
From: douglas hurd	Read Replies (2) \| Respond to of 2574

Phillip, A slowing of the PC industry? Thats about the silliest thing I've heard in a while. I guess if I was shorting a stock, I'd be talking it down as well. The UPS is business is really powered by (pardon the pun) critical applications / machines. ie.. servers, application servers, remote access servers, routers, gateways, hubs... I haven't worked in the UPS business in a number of years now but I still don't think the industry has really penetrated the stand alone PC part of the pie. The big bucks are in the big applications and high-end machines. When third world countries start pulling out their electrical wiring and replacing their phones with tin cans and string, I'll start shorting PC stocks. We have more to fear from a major market correction than we do from a slow down in international business. Just my 2c. Douglas