SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : ZOLT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: David L. Wasylenko who wrote (475)12/19/1997 7:21:00 PM
From: Mike M  Read Replies (1) of 970
 
David & Maverick,

<<As usual, you are off base, paranoid, insulting, condescending, uninformed, looking to place blame.>>

C'mon guys let's leave the insults to Aatkinson and me....actually I have decided I like Aatkinson, so let's leave the insults for Jake....

Our energies need to be concentrated on Zolt and frankly, I think the company has become a value play here....trail earnings are less than the 47% that S&P projects for next 5 years (pause for Jake to belly laugh)...

It is not a stretch for a company that just increased its capacity by what is arguably 130% (5 lines) and intends to increase at an even greater percentage (11 lines) next year...that they just might grow at these projected rates....Ok the issues will be, can the lines produce and is the demand there?....Will the increased production bring the cost down which will in turn spur greater demand?...

I am sure there will be problems but at $27 a share (34 times trail earnings), I think the reward is well worth the risk...I'm going back in...

Mike

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext