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   Technology StocksAavid Thermal Technologies (AATT)


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To: Lenny Ehn who wrote (121)2/17/1998 7:44:00 PM
From: Buckfa
   of 185
 
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
   of 185
 
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
   of 185
 
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
   of 185
 
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
   of 185
 
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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To: Lloyd Bloom who wrote ()5/13/1998 5:01:00 PM
From: wpckr
   of 185
 
Yes, Lloyd. I bought in today. Stock looks very good and I see it on Zacks' "Top 100"

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To: wpckr who wrote (129)5/19/1998 9:35:00 AM
From: Lenny Ehn
   of 185
 
Nice article in today's IBD about AATT (Pg.4: The New America). Perhaps the publicity will generate some buying interest. I've noticed that happen in the past on other companies featured in IBD.

Good luck!

Len

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To: Binx Bolling who wrote (128)5/28/1998 11:27:00 PM
From: Alan F, Beane
   of 185
 
After two months and complete silence from Aavid about your question as to why Aavid may have lost heat pipe technology based cooling products business for portable applications where Intel appears to be the customer in the Intel/Fujitsu/Sumitomo Light Metals project, I can only offer the following: Intel picks its technology sources as it pleases them and they were apparently impressed with the technology coming out of Japan. Nevertheless, I have considered for some time that "integrated heat pipe / heat spreader / with and without fan equipped condensor-heat exchangers" constitutes technology critical to Aavid's future as the industry leader. Aavid has the technical talent and financial wherewithall to bring such technology to market. Aavid probably has some time to do so to favorabley impact its markets in digital and power electronics. Historically, Aavid has not had a strong presence in portable computing which is apparently seeing a high volume potential need for this technology first. You were wise to ask the question; based upon the lack of company response and what little I know, I suspect the answer is not currently positive which is a disappointment to me, and the reality of which Aavid needs to act on.

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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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