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Technology Stocks Aavid Thermal Technologies (AATT)

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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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To: denekin who wrote (158)	7/23/1998 1:08:00 AM
From: Jeff Mulder	of 185

<< Is this year more punishing to stocks that don't perform as they're "supposed" to than others. >> I don't have any objective or statistical way of answering this question. My only basis for answering is experience. Selling on earnings news, even "good" news, has been going on for years. AVEI, BOSA, NRVH, and others all released outstanding earnings reports this week, and all sold off heavily on the news. I don't think this type of selling is any more prevalent this year than in past years. It's become a standard Wall Street self-fulfilling prophesy. The "dumping" of stocks, like we've seen with AATT, is happening with increasing frequency, in my opinion. I think this correlates with the increasing popularity of momentum investing. Another observation of mine is that the news causing panic dumping doesn't need to be nearly as severe as it did a few years ago. - Jeff

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To: Jeff Mulder who wrote (159)	7/23/1998 2:43:00 PM
From: James Perry	of 185

The time is not normal. Investment monies flow into mutual funds, which tend to be invested in blue chip stocks. But as money continues to flow in, those stocks are priced to unsupportable levels. Small cap stocks are still pretty much disregarded, and the next attention grabber is the stocks with surging prices. It is always true that good performance is rewarded, and that poor performance is punished, but the momentum investor carries that to insane levels. We see internet stocks priced at levels that make the inflated prices of Holland tulips seem downright cheap. And here we have a stock whose revenue will decrease to an unknown extent. It grew nearly 50% last year, and it will not grow that much next year. Intel will change her order pattern. It remains to be seen whether she will pick up the orders of some of the "cheap" computer makers, but with good management and good product, that seems likely. It seems that at worst there is some uncertainty. To price that at 50% of the value of the company is downright ridiculous, but when the momentum boys dump their holdings, such is the absurd result. A fine time to buy. At worst, you might have to hold a year or two to make a bundle.

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To: James Perry who wrote (160)	7/23/1998 9:37:00 PM
From: Peter J. Santiago	of 185

I have been watching this stock for only a couple of days. I am in a trading group and I must say the word is that the MM MONT has been really manipulating this stock. If anyone on this thread knows the company's phone number it would be well worth passing this information on. I personally have no choice but to hold a few thousand shares at this point. I bought in at 14. I do believe that this stock will rebound but I feel it may take a month or two. IMHO (Rebound to like 18). Any comments would be appreciated. Regards, Peter

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To: Peter J. Santiago who wrote (161)	7/23/1998 10:38:00 PM
From: Arthur	of 185

Peter, First, I never heard of AATT until yesterday, but I look for these tech stock massacres to buy oversold stock. One used to be able to get an immediate trading bounce by buying right before the market close on the massacre day and then selling right away the next morning, but that seems to be getting harder to do. Todays peak over the previous close was only 5/16, whereas I used to be able to get at least twice that routinely. So now I wait a while after the massacre day to buy. Most of the time these stocks continue to decline for at least another 10 days or so, but sometimes it is as few as 5 or so. Look at the graphs of SMOD, BMC, HAKI, CYTC for recent examples. The good news is these stocks almost invariably rebound nicely (though there are the unfortunate exceptions) but I think you are right it could easily be several weeks before we see Wednesday's price levels again. This company looks pretty good to me and I plan to buy in the next week or so. Good luck, Art

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To: Peter J. Santiago who wrote (161)	7/25/1998 10:15:00 AM
From: James Perry	of 185

I think it is a good trade at this point, and an even better long term holding. The need for heat sinks will increase, and while changes at Intel might cause some shift in their buying (as AATT has warned), the price drop was overdone and I certainly anticipate that there will be other customers coming into the buying market, with all the cheap PCs being sold. Also, I have no question that the MM is playing games, although I do note that a lot of momentum players dumped shares at the warning announcement. Heavy trading, then. As noted earlier, I doubled my position then.

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To: James Perry who wrote (163)	7/30/1998 9:28:00 PM
From: denekin	of 185

Since those of us who own this stock seem to have died and gone to Hell, maybe we should all open up and share our feelings on our experience...maybe we shouldn't

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To: denekin who wrote (164)	7/30/1998 9:54:00 PM
From: DENNIS TULLY	of 185

TO: All AATT'ers I'll Open Up....... I need 28 to get even... Had a sell in for 40.. So, I missed it. I'll keep on for a while. The volatility "MAY" swing. The various stocks that are now "Out of Favour" May be "IN" in the next Quarter. Let's see................................... Tul

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To: DENNIS TULLY who wrote (165)	8/6/1998 10:10:00 AM
From: H.A.H.	of 185

Just heard from the Yahoo board: from BRIEFING.COM: Aavid Thermal Technologies Inc. (AATT) 10 3/4 +9/16: DLJ upgrades provider of thermal management solutions for microprocessors and integrated circuits from "market perform" to "buy" based on valuation; the stock has pulled back more than 75% off its 52-week high; has good prospects for steady diversified growth; has a $25 a share price target..... Have a good day everyone.

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To: H.A.H. who wrote (166)	8/8/1998 12:33:00 PM
From: Gary105	of 185

Looking for info: can someone comment on trend to computer manufacturers - who were they selling to before - circuit board makers, chip makers? they also imply they have a very large customer. Who is it? Thanks, Gary

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