ALDILA INC. golf shaft manufacturer; Nasdaq:"ALDA" Message Board

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Non-Tech : ALDILA INC. golf shaft manufacturer; Nasdaq:"ALDA"

ALDA 0.0500

-95.5%

Nov 3 10:55 AM EST

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To: Gary105 who wrote (117)	1/29/1997 8:00:00 PM
From: flyguy	of 274

Gary: Don't be so defensive. I have no position in QDRX or ALDA, but do have substantial knowlege of both the carbon fiber and golf shaft industry. My point was that ALDA today is a one product company that COULD (not will) be put a competitive disadvantage if innovation in shafts moves away from graphite/epoxy. Also, IMO the move into carbon fiber is EXTREMELY risky given that they are going to compete with the companies which control their lifeblood today. If ALDA is late getting product out of their carbon fiber lines, they may be out of fiber. Note that ALDA's 8K specifically addresses this risk as real. What happens to ALDA if ZOLT links up (buys out) one of their competitors? ZOLT would immediately have an outlet for their LOWEST cost carbon fiber. By the way, I have no position in ZOLT either and you can read my posts on the ZOLT board regarding my view of their future. Best of luck to you. Flyguy.

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