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Non-Tech : ZOLT

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To: Bobbie Lee who wrote (4)10/1/1996 9:40:00 AM
From: Cameron Dorey   of 970
 
Good morning, Bobbie,

Hey, no problem. I've got a long-term contract with Maalox, Inc. (or whoever), I'm long Zoltek. But the first note I responded to was someone who was thinking of getting in, I just wanted to suggest he make sure he has the constitution to not worry about every swing from day-to-day (or month-to-month). I know he said he was thinking about going long-term, but I've seen enough activity on the SI Iomega board from "long-termers" who panicked when their "sure thing" went south a couple of points (even intra-day!) and bailed out. Just handing out a little free advice about volatile stocks, FWIW.

Thanks for the info, nobody else had confirmed the ML upgrade. I don't get IBD, do you have more details about their opinion, or did they just give the numbers? Yes, carbon fiber is strong, I don't have the numbers, but being a chemist, I know it has to be much stronger (lb-for-lb) than steel.

BTW, how did you get into ZOLT? It has a lot of interest w/momentum players (Cabot, etc.), that's where I heard about them first.

Cameron
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