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Technology Stocks Aavid Thermal Technologies (AATT)

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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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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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