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Non-Tech : ZOLT -- Ignore unavailable to you. Want to Upgrade?

To: craig crawford who wrote (330)	10/24/1997 10:55:00 PM
From: Maverick	Read Replies (1) \| Respond to of 970

$65 to $49 is in gross disproportion to what the market has done. People always focus on the point (dollar) drop, which is irrelevant. PERCENTAGE is all that matters. Besides, ZOLT started dropping well in advance of the market. I get reports from Zoltek too. However, you did not reference the most recent report, which updates as follows: "During the third quarter and early in the fourth quarter, we are bringing three new lines in the US and two more in Hungary into operation -- each with rated capacity of approximately 1 million pounds of carbon fiber production per year. The plant start-up is progressing well and we plan to ship significant quantities of carbon fiber from these units in the fourth fiscal quarter." Fourth fiscal quarter is July/August/September. Meaning the capacity should be on line. Sales must be off.