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


To: Jake Heib who wrote (562)1/5/1998 6:16:00 PM
From: aatkinson  Read Replies (1) | Respond to of 970
 
Haven't had a chance to look at the 10-K yet, but thanks for the alert.
Regarding your questions: (1) Was the 3.5M average capacity for the year, or did the bulk of it come on during the latter part of the year. and (4) If Zoltek is the low-cost producer, isn't it a positive sign that others think that there's an under-supply? As the low-cost guy, they should be able to penetrate the market. No?

regards, aa



To: Jake Heib who wrote (562)1/5/1998 8:01:00 PM
From: Maverick  Read Replies (1) | Respond to of 970
 
Bill, a most gracious post.

It's undeniable that your activity in the industry gives you an insight into Zoltek that is quite valuable here. The questions you posed point the thread in a direction that will benefit everyone.

I will have to decline the investigating responsibilities though. As I no longer have an investment in Zoltek, my participation here is being curtailed (as I Emailed Mike, David, and Christopher in the last couple weeks). I will divert some of the time to my remaining investments (IOM, OE, WFR) and my family. Although it hasn't been graceful, the thread has become much more aware that Zoltek is an investment complicated by distracting illusions (good and bad).

Today's posts indicate the thread is still very volatile, and I'm looking forward to lurking during those periods.