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Non-Tech : ZOLT

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To: Tulvio Durand who wrote (155)3/20/1997 4:31:00 PM
From: flyguy   of 970
 
Tulvio,

Still too risky to buy - note my earlier prediction of sub $20 share price soon. The competition is going to get fierce. If ZOLT can truly get its production in place this year, they have a chance to get some sales before all the large guys do their expansions next year. Note my post on the Hexcel thread regarding Akzo's problems using Courtalds precursor. There is a real shortage of carbon fiber today, but by my counting, at least 15 million pounds of capacity (other than ZOLT) will come online by the end of next year. And, we don't have Toray's US announcement yet!

Good luck.
Flyguy.
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