To: Arthur Radley who wrote (496 ) 12/23/1997 8:09:00 PM From: Mike M Read Replies (1) | Respond to of 970
TD- <<Mike, without being obtuse on my part and after reading your post, would it be safe for me to assume that you are the judge of what is facts about ZOLT and that only positive things can be said about such company on the thread.>> I cannot imagine how it would be of help to anyone to only hear one side of the company...If there are verifiable problems with the company, let's openly discuss...Let's bring forth the facts and even our personal interpretation of how the facts will play out...I would only hope that we could recognize that perceptions vary and perspective is important. Newspaper articles are not fact just because they are in print. They may, however, have much valuable information. Some of the glowing promises of Merrill Lynch regarding "customers/partners" were placed into doubt by the WSJ...(if Zsolt says he did not claim these companies as partners, maybe, he is telling the truth) I hope we can find out what the truth is on any number of issues. My instinct says that the truth probably lies somewhere in between. Just as I felt the stock was overpriced at 60, my guess is that it is underpriced at 27...It is not the perfect stock. There are few of those. And, it certainly can go lower. I just think it has more upside potential than downside at this price. I also think that Zsolt, for any bad habits he may have, is an entepreneur and a visionary...He has been willing to take chances and to travel a different path than some of his counterparts. That doesn't by itself warrant vilification...It remains to be seen if he warrants any special recognition. It sets the company apart enough for me to be interested. I believe ZOLTEK just might pull it off. If his continuous line processing has merit and his acrylic produces a quality and less expensive fibre, then he will have more than his share of business. In such a promising market as this...Zoltek would do remarkably well... If you do not share this belief then don't buy it. But, please, leave the Titanic out of it. Mike