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Technology Stocks : Aavid Thermal Technologies (AATT)

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To: JakeStraw who wrote (21)6/18/1996 12:16:00 PM
From: Glenn Perry   of 185
 
j-
I bought in today at 7. After visiting the web sites for AAVID, Fluent, and Fluid Dynamics, it seems evident that Aavid is taking a strong position in fluid thermal analysis - not just manufacturing heat sinks. IMO, even if the semi-sector slows down, you'll still need to be designing new products, which may require use of this software. I think they're undervalued at this price, but I could be wrong.
-Holding for the long run,
Glenn
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