Aavid Thermal Technologies (AATT) Message Board

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Technology Stocks : Aavid Thermal Technologies (AATT)

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To: Jeffrey Brummet who wrote (114)	1/22/1998 10:59:00 PM
From: AARON DIDICH	Read Replies (2) of 185

Jeff or others: Agree on the pleasant surprise with earnings and was wondering if anyone knows if AATT is the only supplier of the cooling casing for the PentiumII processor? If not, who else comprises the competition? Regarding margins, is it possible they have a contract that discounts units to Intel as the volume purchased goes up? Any thoughts? Aaron

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