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Non-Tech : ZOLT

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To: Dave Mansfield who wrote (781)7/22/1998 12:47:00 AM
From: logjamm  Read Replies (1) of 970
 
Dave,
This company has done a good job of executing it's business plans in the past. There seems to be an unlimited number of applications for carbon fiber. Recently I was paging through a rock climbing magazine and noticed that the latest state of the art ice ax has a carbon fiber handle.
It seems the big question is about demand. Sooner or later zolt will have its production lines up and running. Do you think the demand is there for 19.5 million pounds as indicated in the 10-Q? Or 40 million pounds in a few years? If the demand is there this stock could be a block-buster. Do you guys have any info on sources of future demand that would allow zolt to sell this much product?
Thanks,
logjamm
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