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: flyguy who wrote (134)2/18/1997 6:29:00 PM
From: Todd King   of 970
 
Flyguy.

Thanks for the phone number. I listened to the Hexcel call, and found it very informative. Good information on how they are positioned in the c fiber area. They mentioned that they should be up to 4.5 Mlbs nominally by 4Q97. Do you have any idea of what their total c-fiber consumption is? I need to rerun my valuation calculations based on the new information. From the sound of the call there seems a reasonable possibility that the company will exceed consensus estimates of $1.00/share in 1997. Another plus, IMO, is that only 3 analysts follow the company.

I agree that we should start a thread for HXL. If you don't beat me to it, I will start it the next time I have any news.

regards,

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