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   Technology StocksAavid Thermal Technologies (AATT)


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To: Alan F, Beane who wrote (131)5/29/1998 2:13:00 PM
From: wpckr
   of 185
 
DOWN OVER 15%! Anyone out there know anything that might be causing this? Is it just a profit taking cycle or are we in trouble? Why doesn't this company answer questions from stock holders?

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To: wpckr who wrote (132)5/29/1998 2:24:00 PM
From: AARON DIDICH
   of 185
 
Woody,

I don't know the answer to your question, wondered myself; earnings not due to be released for another couple of months. Good press with IBD and announcement of Ford contract so.....

I just re-established a big position at 29 after being mad I missed 30 the other day and I just returned from the Memorial Tournament to see it hit 28 1/4. I consider it a bargain based on PE vs growth rate and the niche they are in. I was disappointed after an earlier post to learn it was not Intel that they had Pentium orders for but the OEM's that install the chip but hopefully they have the big boys and will get cracking on the laptop issue soon.

Good luck!

Aaron

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To: AARON DIDICH who wrote (133)6/1/1998 12:38:00 PM
From: mark bailey
   of 185
 
I'm new to this thread and relatively new to AATT...but the way the stock is moving I may not stick around. I can't find any news to explain what looks like almost panic selling today. Down almost another 10% with over 140,000 share traded at 12 pm Monday.

No other message boards I've checked seem to understand either. Anyone here have any thoughts???

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To: mark bailey who wrote (134)6/1/1998 1:02:00 PM
From: DD™
   of 185
 
INTC's announcement about their delay in the new generation of chips is causing a sympathetic selloff of AATT

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To: DD™ who wrote (135)6/1/1998 2:37:00 PM
From: wpckr
   of 185
 
The delay announced by INTEL was PRECEDED by the info that AATT had lost that business to fuji. The delay kind of negates the effect of that loss for a year. A lot can happen in a year to change all of that around. The market is correcting, and AATT was apparently over bought. I doubt it was this much over bought, but the stock was well
advanced over the past 12 months. Scary though isn't it?

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To: wpckr who wrote (136)6/1/1998 5:36:00 PM
From: AARON DIDICH
   of 185
 
WPCKR,

I am missing something here, I cannot find the news that preceded INTC's announcement. What gives? Was it loss of all of INTC business or just OEM contracts that will deal with laptops since this was what I thought was discussed previously? I bought more at 23 1/2 at 15:45 and still feel we are oversold with the general market and NASDAQ getting killed.

Aaron

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To: AARON DIDICH who wrote (137)6/1/1998 10:00:00 PM
From: wpckr
   of 185
 
Aaron--This was limited to the laptop situation. No other business was mentioned. I do not recall where the article was but I think it was a newswire release. You probably made the right move buying more at that level.

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To: wpckr who wrote (138)6/2/1998 3:03:00 PM
From: wpckr
   of 185
 
Aaron-- check this newsy out. investor.msn.com
quite bullish and there are also some other positive articles.
I'm back in longer than before.

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To: wpckr who wrote (139)6/2/1998 3:06:00 PM
From: DD™
   of 185
 
Invalid Link.

Could you repost the correct link?

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To: DD™ who wrote (140)6/2/1998 3:18:00 PM
From: wpckr
   of 185
 
DoubleD; Try this one, sorry about the first one.
investor.msn.com
The complete link would not come over in blue. You'll have to write it down or print it out or copy direct to the url address. url ends with "1998/06/02.BW1433"

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