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Non-Tech : ZOLT

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To: Maverick who wrote (687)4/29/1998 11:06:00 PM
From: Mike M   of 970
 
Mav-

I was not aware that they missed estimates but I think these earnings are looked upon as a non event what with process verification, etc....

Did you hear the conference....I thought there were some interesting possibilities....the laminate business could be huge....One prospective client is talking 13M pounds in a few years if the product holds up to scrutiny....

Zsolt was not very easy to nail down on what concrete events will transform this and next quarter ("the promising 2d half of the FY") into solid growth....He did say that he was still very confident...

The stock sure did yawn today!

Regards,

Mike
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