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   Technology StocksAavid Thermal Technologies (AATT)


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To: W Shakespeare who wrote (174)1/23/1999 4:37:00 PM
From: W Shakespeare
   of 185
 
Prudential initiates coverage of AATT with an accumulate rating and a target price of $22 per share. Anybody out there to notice? IMHO, this stock is poised to start rising again.

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To: W Shakespeare who wrote (175)1/23/1999 6:50:00 PM
From: denekin
   of 185
 
God! I hope so. I bought in at $30. But don't tell anyone. Ld H

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To: denekin who wrote (176)1/25/1999 5:35:00 PM
From: W Shakespeare
   of 185
 
AATT earns .31 in fourth quarter:

biz.yahoo.com

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To: W Shakespeare who wrote (177)4/7/1999 12:30:00 PM
From: W Shakespeare
   of 185
 
Prudential raises AATT to STRONG BUY!

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To: W Shakespeare who wrote (178)4/7/1999 5:38:00 PM
From: Lenny Ehn
   of 185
 
This is great news for those of us long in the stock, but the market reaction was disappointing -- the stock is only back to the same low level it's been at the last few weeks. Do you know if Prudential gave any 12-month price target?

Len

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To: Lenny Ehn who wrote (179)4/7/1999 7:22:00 PM
From: ejsdad
   of 185
 
From the Prudential report:

"The Stock Represents A Compelling Value
At current prices, we believe AATT stock is an compelling value. With the stock trading at $12, our price target represents a potential 83% gain from current levels. The company's transition from the exposure to Intel is now in its last stages, and year-over-year topline comparisons we expect will turn positive starting in the third-quarter. The company has executed on this transition, has excellent market expansion opportunities, and is the low cost supplier in the market. Trading at just over 9 times our estimated 1999 earnings estimate of $1.23, we would be aggressive buyers of the stock. We are raising our rating to Strong Buy from Accumulate for AATT with a $22 12-month price target."

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To: ejsdad who wrote (180)4/21/1999 5:10:00 PM
From: W Shakespeare
   of 185
 
AATT reports earnings of 0.33 per share:

biz.yahoo.com

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To: W Shakespeare who wrote (181)4/22/1999 9:01:00 AM
From: Lenny Ehn
   of 185
 
What does anyone make of the fact that quarterly revenues were down on a year-to-year basis ($55M last year, $50M this year)? My guess is that Wall Street will not respond favorably. Comments? Len

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To: Lenny Ehn who wrote (182)4/22/1999 1:01:00 PM
From: W Shakespeare
   of 185
 
Wall Street is not responding favorably to yesterday's earnings announcement. However, the drop in sales from year to year must be tempered by the fact that AATT had a difficult transition to perform. The company was shifting from one main customer, Intel, to many customers, the computer manufacturers. IMHO, the company has done very well in completing that transition and is now favorably positioned for future quarters. In addition, the company's extremely low stock price has discounted the company's current slowdown.
I think the stock price is also being hurt by the CEO's very cautious comments about future quarters. We shall see what happens in the conference call.

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To: W Shakespeare who wrote (183)4/23/1999 12:24:00 PM
From: W Shakespeare
   of 185
 
BancBoston Robertson Stephens Upgrades AATT to a Buy Rating

SAN FRANCISCO, April 23 /PRNewswire/ -- The following is being issued by BancBoston Robertson Stephens, a member of the National Association of Securities Dealers, CRD number 41271:

BancBoston Robertson Stephens managing director and senior semiconductor equipment analyst Sue Billat today upgraded Aavid Thermal Technologies (Nasdaq: AATT) to a Buy rating from a Long-Term Attractive.

"We are raising our rating on Aavid from Long-Term Attractive to Buy, following first quarter results that exceeded our expectations," said Billat. "We are raising our 1999 earnings per share estimate to $1.29 from $1.25.

"In our view, the computer and networking segment of Aavid Thermal Product's (ATP) business is transitioning to a more unit volume vs. ASP driven model, especially in the PC arena. We believe that this is being increasingly driven by the growth of the Internet and e-commerce vs. just growth in the stand-alone desktop market. This trend is broadening ATP's potential application to include not only thermal solutions for microprocessors but also for graphics, video, and network cards, and routers and switches. Further, it is quite likely, in our view, that the sub-$1,000 PC will have a higher thermal content than traditional desktops," said Billat.

Clients interested in receiving more information should contact their salesperson at 415-781-9700.

BancBoston Robertson Stephens is a leading international investment banking firm focused on growth companies. The firm's 55 equity and high yield research analysts cover more than 600 companies. Additional information is available upon request.

The information contained herein is not a complete analysis of every material fact respecting any company, industry or security. Although opinions and estimates expressed herein reflect the current judgment of BancBoston Robertson Stephens, the information upon which such opinions and estimates are based is not necessarily updated on a regular basis; when it is, the date of the change in estimate will be noted. In addition, opinions and estimates are subject to change without notice. This Report contains forward-looking statements, which involve risks and uncertainties. Actual results may differ significantly from the results described in the forward-looking statements. Factors that might cause such a difference include, but are not limited to, those discussed in "Investment Risks." BancBoston Robertson Stephens from time to time performs corporate finance or other services for some companies described herein and may occasionally possess material, nonpublic information regarding such companies. This information is not used in the preparation of the opinions and estimates herein. While the information contained in this Report and the opinions contained herein are based on sources believed to be reliable, BancBoston Robertson Stephens has not independently verified the facts, assumptions and estimates contained in this Report. Accordingly, no representation or warranty, expressed or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information and opinions contained in this Report. BancBoston Robertson Stephens, its managing directors, its affiliates, and/or its employees may have an interest in the securities of the issue(s) described and may make purchases or sales while this report is in circulation. BancBoston Robertson Stephens International Ltd. is regulated by the Securities and Futures Authority in the United Kingdom. This publication is not meant for private customers. The securities discussed herein are not FDIC insured, are not deposits or other obligations or guarantees of BankBoston N.A., and are subject to investment risk, including possible loss of any principal amount invested.

SOURCE BancBoston Robertson Stephens

CO: BancBoston Robertson Stephens; Aavid Thermal Technologies

ST: California

IN: FIN CPR

SU: RTG

04/23/99 10:59 EDT prnewswire.com

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