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To: TokyoMex who wrote (818)	1/6/1998 11:01:00 PM
From: froland	Read Replies (1) \| Respond to of 14347

Came across a Conference to be held in West Palm this month titled "Cobalt 98". I thought it sounded interesting and might make a good excuse to take a trip to South Florida. I called and requested that a brochure be FAXed to me. I received the brochure and was amazed at what I saw. A three day conference and only 30 minutes were devoted to the use of Cobalt in Catalysts. The rest of the conference deals with the use of Cobalt in: rechargeable batteries, wear and corrosion resistant materials. superalloys, gas turbine engines. Other sessions deal with mining, production and supply/demand issues. With only 30 minutes devoted to Cobalt catalysts (used in how many other processes than GTL,) I inferred that the organizers and presenters do not see significant Cobalt demand coming from GTL production. Anyway, I decided not to go but you can request a copy of the brochure by calling (207) 781-9800 and ask for the brochure on the Cobalt 98 conference in West Palm Beach, Fl. I'd be interested in knowing if your impressions of the brochure matched or differed from mine. Continuing on the topic of catalysts, I came across an article in a different publication which indicated Cobalt, as it pertains to GTL, has a longer life than iron based catalysts. Unfortunately, it didn't say how much longer. I'm wondering how Cobalts higher price and longer life compares to the lower price and shorter life of iron based catalysts. Does anyone know the per-unit-volume GTL cost comparisons between cobalt and iron? Or, is the catalyst cost per-unit-volume GTL only a minor component of the per bbl cost? froland.

To: TokyoMex who wrote (818)	1/7/1998 12:14:00 AM
From: froland	Respond to of 14347

TokyoMex: Off Topic I see Bay Networks bought a 9% chunk of NSPK today, one of your picks for 98. I was looking at NSPK during late summer when it was around $8. Got so busy with work I didn't have time for anything else for about a month. When I revisited NSPK, it was in the mid-teens. At that point, I felt the cat was out of the bag and I let it go. I'm currently looking into C3 Inc. NASDAQ:CTHR. CTHR is a company which had a 5M $15/share IPO in 11/97 and seems to be a spin off of Cree Research NASDAQ:CREE. CTHRs purpose is to market Silicon Carbide crystals (SiC) in the 1/2 to 1 carat range to the high end costume jewelry industry. The interesting thing about Silicon Carbide (also known as Moissanite) is that it's the second hardest known material and conventional diamond testing equipment reportedly cannot distinguish between diamond and silicon carbide. If distinguishing between a diamond and Moissanite is so dificult, then I think the demand for the patented test equipment sold by CTHR will be nearly immediate and worldwide. Every jewler and pawnbroker will need the equipment. With only 5M shares outstanding (I'm not certain if any are in lockup), one would expect the price pressure to be upward. CTHR doesn't have a website. There is an SI thread and you can request a prospectus from the company by calling (919) 468-0399. I'm not endorsing CTHR and I'm not a shareholder. I just wanted to pass the info on to you for what it's worth. froland.