Aavid Thermal Technologies (AATT) Message Board

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Technology Stocks : Aavid Thermal Technologies (AATT)

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To: jsabelko who wrote (32)	7/14/1996 2:14:00 PM
From: satish kamat	of 185

Hi: I am following this stock as I have a small position in it. I am starting to accumulate more for this company is the leader in its field. I see a # of strong +ves: industry leader in a growth area; close working with semis' leaders; diversification within the core competence (such as fluent)that will allow further dependence of customer on aavid as well as ensure continuous stream of licensing fees; and finally most important- the expected eps growth. Solomon covers this company currently with strong buy. They reported about 0.5/sh last year. Currently Zacks's analyst expects 0.56/sh for '96 but 1.0/sh in '97. First Call still expects 0.74/sh for '96 and 1.+ in '97. Expected growth rate about 24% for next 5 years. Other than Solomon, one more analyst follows it. Last time I checked Vickers, insiders were buying in thousands of shares. Finally, they are a low margin bussiness. Typically, I don't like this, but this typically means not much cost pressure from customers as well as people don't want to jump in this bussiness, thus almost guarentying limited competition. IMHO, starting year-end will see more appropriate valuation - 12-18. Satish

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