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

To: Jake Heib who wrote (608)	1/24/1998 5:28:00 PM
From: aatkinson	Respond to of 970

Bill: Thanks for the info. It would be interesting to know how the new earnings flows are divided amongst the various businesses -- carbon, other fiber, other. Although 40% growth year-over-year is quite good, the real potential for price appreciation is in the growth of carbon revenue and improved margins overall.

To: Jake Heib who wrote (608)	1/24/1998 10:28:00 PM
From: Paul Kelly	Read Replies (1) \| Respond to of 970

Bill, Zack's concensus (of two who follow) is 1.10 for FY98 & 1.77 for FY99 so perhaps Stifel,Nicolaus & Co. were high to begin with. Would like to learn more of the specific market opening difficulties. The Zoltek 2000 strategic plan relies on price points to attract applications and we know that the production ramp ups and price reductions are not fully in place. I've seen nothing yet to dissuade me from a strong accumulation stance and this may be where Stifel is now. Paul