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   Technology StocksAavid Thermal Technologies (AATT)


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To: wpckr who wrote (141)6/2/1998 6:00:00 PM
From: AARON DIDICH
   of 185
 
Wpckr:

Thanks got out today at 25 13/16 on the purchase yesterday, still long the other two purchases up to 29 1/16. Will buy the dip again if it does it.

Aaron

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To: AARON DIDICH who wrote (142)6/3/1998 10:20:00 AM
From: wpckr
   of 185
 
Aaron--Yes! This is a solid stock. I was out and in overnight Monday and Tuesday, saving a couple of bucks on the drop and improving my position at purchase and an additional 100 shares. Good luck!

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To: wpckr who wrote (143)6/10/1998 11:29:00 AM
From: DD™
   of 185
 
Looks like a double-bottom forming..

iqc.com

Another chance for some cheap shares?

DD

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To: DD™ who wrote (144)6/10/1998 12:47:00 PM
From: wpckr
   of 185
 
I think so. The 10 15% guys are having a ball with us aren't they?
The buy op is around 22.5-23 I believe and if we go below that I think there must be something bad wrong that we do not know about.

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To: wpckr who wrote (145)7/22/1998 9:42:00 AM
From: DD™
   of 185
 
Apparently the street didn't take too kindly to the earnings news..

biz.yahoo.com

DD

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To: DD™ who wrote (146)7/22/1998 10:18:00 AM
From: Jeff Mulder
   of 185
 
It isn't the Q2 earnings report driving the selling. It's this comment:

''We experienced increased revenues from our largest customer in the second quarter, but the most recent forecasts which we just received indicate that third quarter shipments will be lower, due to changing product mix and demand,'' Borelli stated.

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To: Jeff Mulder who wrote (147)7/22/1998 10:30:00 AM
From: wpckr
   of 185
 
No question that the forecast comments were negative, short term. But it seems a bit unusual to see the stock value cut in half over remarks like that.

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To: Jeff Mulder who wrote (147)7/22/1998 10:30:00 AM
From: DD™
   of 185
 
Exactly (EOM).

DD

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To: DD™ who wrote (149)7/22/1998 11:58:00 AM
From: W Shakespeare
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The problem of heat dissipation for computer manufacturers has not disappeared. The company will have to shift its sales efforts away from Intel and over to computer manufacturers who are producing the under $1,000 PCs that are taking a larger portion of the computer market. I believe this drop in price is completely overdone! Unless, of course, someone can show that AATT has lost its competitive edge in the heat dissipation market. A definite buying opportunity for the long-term investor.

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To: wpckr who wrote (148)7/22/1998 2:35:00 PM
From: Jeff Mulder
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<< But it seems a bit unusual to see the stock value cut in half over remarks like that. >>

You're surprised? I'm not. It's SOP for tech stocks. ADIC made a similar announcement and its down 30% today. Or look at what happened to AFCI at the beginning of the month.

I owned a little Rainforest Cafe when the company announced same store sales had dropped a couple points, and the Street cut that one in half. Still hasn't recovered, despite continued growth in the 40% - 50% range.

- Jeff

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