SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : ZOLT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Todd King who wrote (103)1/31/1997 2:31:00 AM
From: flyguy   of 970
 
Todd: Last time I checked, Nicholaus was the third largest shareholder of ZOLT.

I flat out don't believe anything coming out of them. 50 Lines!?!? Give me a break.

I've made my say on the "market's" valuation of ZOLT. Reality will come. Since I am heavily involved in this particular market segment and I can see what hype has done for ZOLT, I am EXTREMELY concerned about the market in general. How do I trust anything being said about so-called growth stocks? If the rest of the market resembles ZOLT - we are in for a huge correction.

As to the Corning angle: I happen to have a very good relationship with some of the guys in Toledo who are in corporate strategic planning for OCF. OCF has studied the carbon fiber market every year for the past 15 years. I happen to know that they are again looking at entering. My guess would be that they see ZOLT for what it's worth and will look for some sort of sweetheart deal to help ZOLT market. (Like for example OCF would look for a call option on ZOLT shares similar to the BFGoodrich deal.) You are aware that BFG has options on all of Zsolt Rumy's shares as a hedge against a ZOLT collapse.

As far as carbon/glass blends, they are done every day. Check with Hexcel or Fiberite, they will both sell you a prepreg that blends carbon and glass. Another example of no new technology, but claims from ZOLT supporters of something big on the horizon.

Flyguy.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News