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


To: David L. Wasylenko who wrote (475)12/19/1997 7:12:00 PM
From: Maverick  Respond to of 970
 
Blame? There is no blame. I didn't lose any money! My profit just wasn't as high as it could have been. I actually feel very lucky. And please advise as to what parts of my post are inaccurate! I would have LOVED to have constructive participation (contribute credible information in a timely matter) from Jake. That's what SI is all about. I tried and tried. When it was clear it wasn't going to happen I just drew him out.

NOW who's throwing personal insults? What a hypocrite.



To: David L. Wasylenko who wrote (475)12/19/1997 7:21:00 PM
From: Mike M  Read Replies (1) | Respond to of 970
 
David & Maverick,

<<As usual, you are off base, paranoid, insulting, condescending, uninformed, looking to place blame.>>

C'mon guys let's leave the insults to Aatkinson and me....actually I have decided I like Aatkinson, so let's leave the insults for Jake....

Our energies need to be concentrated on Zolt and frankly, I think the company has become a value play here....trail earnings are less than the 47% that S&P projects for next 5 years (pause for Jake to belly laugh)...

It is not a stretch for a company that just increased its capacity by what is arguably 130% (5 lines) and intends to increase at an even greater percentage (11 lines) next year...that they just might grow at these projected rates....Ok the issues will be, can the lines produce and is the demand there?....Will the increased production bring the cost down which will in turn spur greater demand?...

I am sure there will be problems but at $27 a share (34 times trail earnings), I think the reward is well worth the risk...I'm going back in...

Mike