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Non-Tech : RECY Looking Good... A -- Ignore unavailable to you. Want to Upgrade?

To: James Strauss who wrote (3768)	1/13/1998 7:46:00 PM
From: Braddock Bull	Read Replies (2) \| Respond to of 7006

Jim Strauss of SI the first analyst to speak! Thanks Jim. Great job with your questions this afternoon, and way to press that button before anyone else. I believe you summarized the highlights very well and I too came away very impressed with the team and their plan. Wasn't it nice to see (hear) analysts from Smith Barney and Piper Jaffrey? And did you happen to catch when one of the RECY guys was speaking to Melissa from Piper Jaffrey... he made it obvious that she had visited the facilities and was following the company in some detail. While they definitely downplayed the dilution threat of the warrants, the response to the Smith Barney guy left open the possibility of some kind of new offering. Comments on that? Overall, just great in my opinion. One Billion in Calender '98 folks, a point clarified by ours truly, Jim Strauss! Go RECY!! Brad

To: James Strauss who wrote (3768)	1/13/1998 10:09:00 PM
From: Tim Oliver	Read Replies (1) \| Respond to of 7006

Jim, thanks for representing us at the conference call. I enjoyed it all very much. I think it's a great turnaround story for them that really has started in the past couple of months. They now have gained enough credibility that they have companies coming to see them instead of the other way around. They also sound like future financing is now going to be much easier for them. No doubt terms (and profitability) will be enhanced by these developments. Did I hear right about the 13 times inventory turns which are about four times greater than some of the acquisitions had before? Now that's what I call economies of scale! I could just hear them frothing at the mouth thinking about all the working capital in inventory and A/R almost immediately turning into cash for them as they bring on these new acquisitions. I was glad to hear that they're very unhappy about the price of their stock. So am I. <g>