To: Maverick who wrote (359 ) 11/3/1997 5:21:00 PM From: aatkinson Read Replies (1) | Respond to
Mavercik: We may not see eye to eye re ZOLT's "promises kept" but that's no reason to put unsaid words in my mouth. I never said ZOLT was a shakey company, I simply said that they don't do many times what they say there going to do and then they don't bother to expalin it, when they don't When I look at the company's 10Q it is more than a look at a balance sheet. Increased gross margins relative to others say lot albout whether the company has pricing strength, and whether they seem to be low cost. Capital expenditures tell us a lot about whether the company is realyy investing in plant and equipment. etc etc etc. Where the cash is coming from tells us a lot about the health and growth of the company. In addition to the finanacial data of the 10Q, ZOLT should report on likely future markets or the disappearnece of current ones. they're supposed to lay out the high risk areas - so it's more than scutinizing the books.
