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Non-Tech : ZOLT

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To: David L. Wasylenko who wrote (468)12/19/1997 12:06:00 AM
From: Maverick  Read Replies (1) of 970
 
I knew you were getting information from inside.

You knew WAY too much about it. Same with Jake. Just had to draw you (two) out. Information about Zoltek is scarce, so if you know a lot (and you're local), you're "inside". My (best) edge is having a feel for Zsolt himself.

I agree with you on two of your three points. New plants always have problems. And monster PE's are precarious investments. But you said "fires" (with quotations) and Jake said "significant explosions"! No comparison. Jake is not talking about "flare-ups" from "jams in the ovens". Fires damage equipment. Explosions destroy equipment. Earnings? The way things are going, that now seems too far away. And Asia had another very bad day (tonight).
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