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Technology Stocks : Aavid Thermal Technologies (AATT)
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To: JakeStraw who wrote (37)8/1/1996 6:11:00 PM
From: jsabelko   of 185
 
I sold my AATT this morning after reading the report last night.
As far as I can tell thermal management sales (ie non-software) were
way down. Looks like last year's revenues were 22 million without fluent and this year 23 million including 6 million+ from fluent. This doesn't look good especially considering the new capacity (more overhead) that has been added. Effectively aavid has increased capacity yet saw 25% decrease in sales. This certainly explains the margin reduction. I still think aavid is an interesting company but I also think it could go much lower over the next 6 months. Good luck.

joby
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