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Non-Tech : ZOLT

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To: Sir Auric Goldfinger who wrote (698)6/12/1998 10:40:00 PM
From: Paul Kelly  Read Replies (2) of 970
 
AG, your post had a negative innuendo to it. Was that intentional or am I reading too deeply? Frank Mitsch's analysis will be missed. He and John Roberts at Merrill seemed to have a good handle on ZOLT.
Is Roberts still there? I haven't seen any Merrill research on it in a while though I see that Stifel, Nicolaus& Co. and Pauli & Co. are still at long term buys. Cabot announced yesterday that it was selling ZOLT
which was one of its Heritage stocks previously rated Hold. Carlton Lutts said they were taking their profits as ZOLT momentum had faltered but said long term prospects were still good for it. Personally feel that Cabot has lost so much credibility with Centennial buy rec and VTSS sell rec that their opinions are close to contra indicators.
I'm holding ZOLT and might buy more at these valuations.
PK
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