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: Turs who wrote (1978)	3/5/1998 1:58:00 PM
From: jbd	Read Replies (1) \| Respond to of 2574

talk about an irrational response today from the market towards APC with Intel's announcement. The primary driver to APC's sales (and more importantly profit) growth has and will continue to be fueled by UPS on Server Application and not fundamentally to sub $1000 pc's(of which most buyers would not spend an additional $150 for a UPS) nor to a change in the channel build to order strategy which this quarter effectively reduced the amount of Intel chips in the channel waiting to be installed into PC's pushing Intel revenue expected in Q1 into Q2. As long as server unit shipments are increasing and APC maintains or improves its market position and connect rate all will be fine. If this starts to slip...watchout