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Non-Tech : ZOLT

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To: Paul D. Emerson who wrote (20)11/2/1996 1:41:00 AM
From: flyguy   of 970
 
Paul, Sorry but you are greatly mistaken.

Zoltek is the SMALLEST of the major carbon fiber suppliers.

Ranking in order of capacity:

Toray (Japan and France)
Toho (Japan and Germany)
Hexcel (US)
Amoco (US)
Mitsubishi Rayon (Japan and US)
Akzo (US)
Zoltek

The 3.5 million pound number is greatly inflated. Ask Zoltek's investor relations how many pounds of fiber they SHIPPED in 1995 and project to ship in 1996. I expect you will find that they won't answer that question (although all of the other companies listed above will) as it is less than 1 million pounds.

Do some research, don't fall into the hype.

Do you really think all the companies listed above will sit and let Zoltek take the market?

Best of luck.
Flyguy
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