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   Technology StocksAavid Thermal Technologies (AATT)

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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
   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...................................


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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:


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
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?



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To: Gary105 who wrote (167)8/8/1998 1:57:00 PM
From: W Shakespeare
   of 185
The company's large customer that you refer to is Intel. The recent drop in the stock's price was in a large part due to a sudden cutback in orders from Intel. The current trend toward under $1,000 PCs has hurt Intel in the short term because they mostly supply chips for more expensive computers. I have seen articles lately that speculate that the trend toward less expensive computers may have peaked. At any rate, AATT has stated in their press releases that they are pursuing the makers of under $1,000 PCs.

CONCORD, N.H.--(BUSINESS WIRE)--July 21, 1998--

Aavid Chairman and CEO Ronald F. Borelli said, ''I am extremely pleased with Aavid's strong performance which outpaced the industry in the second quarter. This was achieved during difficult market conditions that adversely affected many of our customers. The quality and productivity initiatives that we have been putting in place contributed to the company's strong showing and we received better than expected revenues from our largest customer which offset some of the soft demand being experienced in the semiconductor industry overall.

''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.

Borelli continued, ''While Aavid is well positioned to continue to play an important role in supplying our largest customer with new products, this sudden change in demand will most likely lead to a sequential decline in revenues in the current quarter for Aavid. Our Fluent and Applied subsidiaries should continue to deliver results in line with expectations. Overall, based on current market conditions and customer forecasts, we expect to see an interruption to our long-term growth trend in the third and to a lesser extent, the fourth quarter.

''The increased market share and price pressures of the sub-$1000 personal computer have shifted the point of purchase for many thermal solutions directly to computer manufacturers. However, as the personal computer market recovers, Aavid is well positioned to take advantage of the shift of thermal management to computer manufacturers and capture this business. Aavid made major penetration into the top eight global personal computer manufacturers during the second quarter, which will support this effort.

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To: W Shakespeare who wrote (168)8/13/1998 2:27:00 PM
From: W Shakespeare
   of 185
Just bought some more AATT at 10 1/2. With a PE ratio below ten and all future expectations beaten out of the stock, I felt it was a good time to buy for the long term. However, with a bear market in small caps, who really knows where the short-term bottom is for anything.

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To: W Shakespeare who wrote (169)8/14/1998 7:58:00 AM
From: Brad W.
   of 185
Insiders are buying this stock! Just look on Yahoo and 2 insiders think this company is a great buy & 1 of them put down almost $150,000. There are many reasons for insiders to sell but only one reason to buy. They know it's way undervalued & know it will go up making them money. I'm sure as the market settles others will see this & it will be back at a reasonable PE of 20 & a price of $20+

Happy investing.

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To: Lloyd Bloom who wrote ()8/14/1998 8:06:00 AM
From: Lightbulb
   of 185
Any engineers care to comment on the article below. Is there a trend toward using new materials to reduce heatsinks or is it just pertinentent to thios particular chip design.

New package for Pentium II
By Michael Kanellos
Staff Writer, CNET NEWS.COM
August 14, 1998, 4:00 a.m. PT
Starting in the fourth quarter, Intel will begin to
deliver the Pentium II processor in a new package
that will allow it to push chip speeds to 500 MHz
and beyond.
August 13, 1998, 1:01 p.m. PT
Intel Corp. INTC
> more from CNET Investor
> Investor message boards
Quotes delayed 20+ minutes
The plastic Pentium II
smaller than a cassette
tape case--used inside
computers today will
become smaller with the
new design, according to
an Intel spokesman. Most of the changes, however,
are not cosmetic but substantive internal
modifications that affect the chip's performance.
The company is changing packaging materials, as
well as altering how and where the different
microcomponents surrounding the Pentium II attach
to each other. In the end, the chip will still be based
around the "Slot 1" design of Pentium II chips
today, but it will be more efficient because it will
increase the flow of electricity to the processor.
The new cartridge, which is called the SECC 2 for
"Single Edge Contact Cartridge," also will likely
lead to a cost reduction for Intel. "That's the magic
of semiconductors. Things get better and cheaper,"
said Nathan Brookwood, semiconductor analyst at
Packaging technology has a strong effect on overall
chip performance because it influences both heat
dissipation and the amount of electricity that can
flow through a processor. By improving dissipation
and increasing conductivity, chipmakers can
increase speeds and prevent failures.
Intel will be making essentially two changes to the
Pentium II package.
First, it is altering the package that surrounds the
chip "die." (The die consists of the bare circuits.)
Intel will no longer use the Plastic Land Grid Array
(PLGA) package to wrap the chip. Instead, the
chip will come wrapped in the Organic Land Grid
Array (OLGA), an organic substrate interspersed
with copper.
OLGA's advantage comes in the copper. PLGA
packages are plastic. Electrical connections to the
chip are only made on one the side of the chip.
With OLGA, the back of the package can conduct
electricity, which means a greater electrical flow to
the processor. Intel now uses OLGA packaging on
mobile Pentium IIs, but not on its desktop versions.
Second, OLGA's metallic characteristics allow
removal of the thermal plate attached to the
Pentium II. Currently, Intel attaches a metal plate
and a thermal plate to the back of the Pentium II's
housing. In turn, the thermal plate attaches to a
large heat sink, which draws heat away from the
chip. With OLGA, the thermal plate is no longer
needed. In fact, the size of the heat sink can be
"OLGA gives you better electrical performance,"
Intel's spokesman said. "This will allow us to get to
500 MHz and beyond." (Intel is an investor in
CNET: The Computer Network.)
The company will use the new packaging on
350-MHz processors, as well as its faster chips.
These new processors will start to roll out over the
fourth quarter of the year and the first quarter of
next year.
Although it uses copper, OLGA packaging is not
synonymous with the manufacturing trend that uses
the metal in processor circuitry. Chips with copper
interconnects are expected from IBM in the near
future. Intel will move to copper interconnect chips
when it shifts to the 0.13-micron manufacturing
process in 2001 or 2002, according to various
Related news stories
ÿ 300-MHz Pentium II notebooks on tap August 5, 1998

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To: Brad W. who wrote (170)8/14/1998 12:49:00 PM
From: W Shakespeare
   of 185
AATT is the subject of today's Daily Trouble at The Motley Fool. Check it out.

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