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

To: Arthur Radley who wrote (481)	12/20/1997 7:26:00 PM
From: Ming	Respond to of 970

Interesting post. I have been following zoltek on and off for several months now. I don't have a lot of info, but do know that, with all the competitors they have, they shouldn't be having the high margins that they do now(unless their competitors are absolute idiots, or have entered into a price-fixing agreement.) In any case, I don't expect them to maintain those margins for long. The ceo's comments were pretty much tantamount to lying, and I agree with you that the stock might be nothing more than a sinking ship. But remember, as in the case of the Titanic, there won't be much time left nor enough lifeboats for investors in this company . I won't make a precise forecast, but think the stock is going to be dead for a while.

To: Arthur Radley who wrote (481)	12/20/1997 7:42:00 PM
From: Mike M	Read Replies (1) \| Respond to of 970

Texasdude- C'mon let's show a little perspective here...First, I mentioned that Jill Curry said she knew of no plans to announce an earnings warning. This was in response to speculation from an options market maker in mid-December. This has little to do with Rumy's comments back in November that the delay of the new lines would impact earnings... OK? And, about the earnings slow down, what does the delay do...slip one, maybe two quarters...Is it not possible that a $40 drop from a $65 stock took some of that into account? Maybe not, but I bet it took care of most of it (sarcasm intended). Think about the rest of your comments TD...Do you believe everything you read, just because you see it in print? What is the source of the FBI agents? Jake? What is his source? "Little birdies tell him", they send him "faxes and wires"... The WSJ article is another thing...Does it not occur to you that the author took a slant and went with it?...I don't know how much in there is fact and how much is fiction, but if you think it is gospel just because you saw it in the Journal....I feel for ya partner...I've been misquoted a few times myself (in fact you just misquoted me badly). My take is this...The ML analyst heard the same conference that many others did and it was no doubt recorded....His interpretation of Rumy's comments are not the CEO's responsibility...His only responsibility is what he really said and we don't know that! Noone seems to be arguing that the lines are operational now...My guess is that this is mostly good news...Of course, we have to make a few assumptions...such as, someone is buying fibre. the WSJ says that is a stretch but I'm not so sure. Maybe Zsolt really knows what he is doing. What if his acrylic really does cut the cost and enhance the fibre quality....Believe me, if that happens, the best you will get out of the WSJ is an apology....and, Zoltek will be out of your reach.... caveat emptor.... Don't get me wrong TD, I don't much care if you buy, or not, but your logic is pretty weak....a "titanic" faux paux, so to speak! Regards, Mike

To: Arthur Radley who wrote (481)	12/20/1997 10:41:00 PM
From: Maverick	Read Replies (1) \| Respond to of 970

TXD: Most of what you've taken as fact is information posted by Jake. Since we're unable to tell which parts are true and which parts are false (he's already retracted one of the most important things he posted), we really can't accept any of it (yet). I would certainly put the "former FBI" stuff with the "significant explosions" until it's confirmed. Rest assured that any major brokerage covering ZOLT has done enough homework to prevent being duped as badly as you're suggesting. Especially when the stock has such a volatile history and the company is marketing such an emerging product.