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Technology Stocks Aavid Thermal Technologies (AATT)

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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	of 185

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	of 185

<< 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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To: W Shakespeare who wrote (150)	7/22/1998 2:41:00 PM
From: Jeff Mulder	of 185

Everyone remember this press release? It's only 7 weeks old: Aavid Thermal Technologies Sees Performance On-track; Company Expects To Outpace Electronic Industry Performance Business Wire - June 02, 1998 15:13 CONCORD, N.H.--(BUSINESS WIRE)--June 2, 1998--Aavid Thermal Technologies, Inc. (Nasdaq:AATT) management stated today that its business remains strong and on track with expectations. Ronald F. Borelli, Chairman and Chief Executive Officer, stated, "The recent weakness in our stock, including the substantial decline on Monday June 1, 1998 has no direct correlation with the business conditions the Company is experiencing. The growing need for heat dissipation in a broad array of computer and communications components and systems is creating new opportunities and growing demand for our products." Borelli continued, "In our most recent quarter, ended March 31 1998, our revenues grew 62% and our EPS increased 59%, both well in excess of the electronic industry in general. We expect to significantly outpace the industry's performance again this quarter."

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To: Jeff Mulder who wrote (152)	7/22/1998 2:53:00 PM
From: DD™	of 185

Where did he fib? <gg>. Seriously, I take with a grain of salt the cooments management makes to the price of their stock. What are they going to say, insiders dumping because of weak prospects? On second thought, they could have at least made a comment of weak demand going forward. <gg>. DD

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To: Jeff Mulder who wrote (152)	7/22/1998 2:58:00 PM
From: W Shakespeare	of 185

If you can believe what management is now saying, the cutback in orders from Intel hit them as a major surprise. The most recent quarter is in line with what management said it would be. We will have to wait and see what June's insider trading is like to assess management's credibility.

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To: W Shakespeare who wrote (154)	7/22/1998 3:51:00 PM
From: Mighty_Mezz	of 185

Browsing the threads and noticed this has not yet been posted here. DLJ and NB Montgomery both downgraded AATT today. quicken.excite.com This could be cause of selloff. No position in AATT, just passing on some info. Hope it's of value. Good luck and good trades.

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To: Mighty_Mezz who wrote (155)	7/22/1998 6:36:00 PM
From: James Perry	of 185

Of course. It is a sign of a broker's prowess that he downgrades his past recommendation at the first sign of bad news!! Moral? Step in and BUY! I doubled my position before noon today. May have overpaid by half a buck, but not long term.

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To: James Perry who wrote (156)	7/22/1998 7:51:00 PM
From: wpckr	of 185

What's happening here seems to indicate that the market is really controlled by a bunch of knee-jerking maniacs. I for one have to believe that our aatt stock will recover to 20 over the next month. But after that it will take some really good news to move it up again. I'm stickin' around and may well add to my position at the open. Would like to see another statement from the pres..

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To: Jeff Mulder who wrote (151)	7/22/1998 8:10:00 PM
From: denekin	of 185

Jeff, I am new to investing ( I year veteran). Can you answer this? Is this year more punishing to stocks that don't perform as they're "supposed" to than others. My impression is that market rabies is at work. Several stocks which I track have been punished for performing as well as the company said they would, but not as well as some analysts announced they might. thanks for any response.

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