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AATT was recommended in Cabot Market letter this weekend -
AAVID THERMAL TECHNOLOGIES (AATT 34 OTC) Regardless of the number of advances made by computer chip-makers, there's one constant challange to their business, keeping their chips from overheating. Aavid is the leading providr of solutions to this challange, with custom-engineered thermal amnagement products for every purpose. Aavid's designs cool Intel's Pentium II processor! As the chip industry grows, Aavid will grow, too. And there's more, in the form of Aavid's Fluent subsidiary, the world's leading provider of computational fluid dynamics modeling software and services. In every industry where heat transfer occurs, from automotive to aeronautical to chemical, Fluent's software is highly valued. There are 6.6 million shares outstanding, with a float of just 3.1 million shares. In the second quarter, sales jumped 61% to 37.1 million, while earnings hit $.23 per share, up from $.21 in the first quarter and $.02 the year before. The RP line is strong. Telephone 603-224-1117. BUY.
i'm back in at $25.5 and pleased with the run up over last week or so. Expecting it to be hitting it highs again ($38+) before next earnings...aavids earnings are riding on the coattails of the Pentuim II ramp.