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Technology Stocks : Aavid Thermal Technologies (AATT)
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To: jsabelko who wrote (27)6/25/1996 3:01:00 PM
From: Robert Henry   of 185
 
joby, I talked to Patrick Riley @ Aavid. He said they use very little copper, so that will have little effect. They are somewhat sensitive to Aluminum prices, but the way they buy it smoothes out the fluctuations a great deal. He said if the price drops low enough, they will pass on some of the savings to their customers but, until that point, they do recognize some benefit to the bottom line.

My personal feeling is that we won't see real good news on this stock until late in the fall. All their clients have to work off inventory and, on the software side, they do well in the fall and winter.

Robert
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