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Technology Stocks : Aavid Thermal Technologies (AATT)

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To: john finnigan who wrote (55)11/23/1996 6:25:00 PM
From: daniel lee thomas   of 185
 
John: Aavid simply shapes metal. Not much value added.

The heart of the beast (for Intel and others) is the fan. Sanyo Denki won the Intel OverDrive account because of a superior fan. Non-fan manufacturers (like Aavid, Thermalloy, EG&G etc.) are not typically invited to play the Intel cooling game. The fan companies have the real challenges such as life, noise, vibration, etc. Fan companies line up for the opportunity to attach a simple $0.50 piece of static metal, in order to sell another $5.00 fan.

OEM's on the other hand typically piece-meal any combination of fan and heat sink. They have an easier job, they know the thermal environment (the entire box) which the fan/sink will see.

Intel does not know where their processor will go. So they have to design the cooling solution for the worst case scenario i.e. a poorly designed box.

How do I know? I have worked with Intel on cooling 486 and Pentium OverDrives, and on Pentium Pro's, and beyond.

See that heat sink and fan on the OverDrive, they are my design.

United States Patent Number 5,288,203.

Best regards,
daniel lee thomas
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