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   Technology StocksAavid Thermal Technologies (AATT)


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To: AARON DIDICH who wrote (118)2/14/1998 7:23:00 PM
From: Buckfa
   of 185
 
Unloaded at 33 1/2 for a nice profit. Believe the TA is showing a drop to about the 26-28 range and then another run. IMHO
Buckfa

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To: Buckfa who wrote (119)2/16/1998 12:17:00 AM
From: AARON DIDICH
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Buckfa:

So be it, I'll be there buying more as I now have some cash to trade in and out. I followed it on the Quote.com java site for 20 minute delayed trading and it really petered out in the last hour. Hoping their new clip on device is well received!
Good luck too!
Aaron

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To: Buckfa who wrote (119)2/16/1998 1:25:00 PM
From: Lenny Ehn
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My read of the TA is a bit different from yours; I see fairly strong support at about the 31 level. This also represents a pullback of about 1/3 of the recent runup. So, I didn't sell.........

By the way, the February 2 issue of Electronic News had an article about the recent Nationsbank Montgomery Tech conference; in it, a Montgomery analyst named Douglas Lee stated that he likes Aavid. Let's hope Montgomery is pushing it to their clients!

Len

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To: Lenny Ehn who wrote (121)2/16/1998 9:55:00 PM
From: Bill Harmond
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>>Let's hope Montgomery is pushing it to their clients!

I'm a Montgomery client. They've been behind Aavid since the single digits and currently have a 45 target. The volume on this decline is kinda spooky. Perhaps its 144 selling...I hope.

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To: Lenny Ehn who wrote (121)2/17/1998 7:44:00 PM
From: Buckfa
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Well my TA obviously stinks ;) I still like the co, will jump back in at the next dip, if there is one...
Buckfa

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To: Buckfa who wrote (123)2/24/1998 12:40:00 AM
From: Skywatcher
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I'd say they are doing quite well...another 3/4 towards the 52 high, and more innovation. Is Dell one of the big customers? If so, looking good.
chris

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To: Skywatcher who wrote (124)3/4/1998 1:03:00 PM
From: AARON DIDICH
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Chris and Buckfa,

Nice two point move up so far thanks to a the initiation of a buy recommendation put out by Deutsche Morgan Grenfell today. Don't know any specifics, anyone else out there know anymore? Threads been quiet.

Aaron

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To: AARON DIDICH who wrote (125)3/5/1998 7:57:00 PM
From: Buckfa
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This thread goes in spurts. With the down day a la Intel might be a better buy, I am going to wait it out until between 30-31, have a buy in @ 30 1/2.
Buckfa

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To: Buckfa who wrote (126)3/5/1998 8:04:00 PM
From: AARON DIDICH
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Buckfa:

I cringed when I heard about the dip after the close yesterday in Intel and wondered how much we would get hit, obviously it was quick and not too deep. I agree your buy is a good price if it will dip down; will be buying AATT, AHA, or RENX on any weakness, just a matter of which one triggers first. Good luck and keep the faith, all those chips will need cooling at some point.

Aaron

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To: Alan F, Beane who wrote (96)4/1/1998 2:45:00 PM
From: Binx Bolling
   of 185
 
How come Aavid lost this business to Fujitsu? techweb.cmp.com

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