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


To: Mike M who wrote (638)2/19/1998 2:38:00 AM
From: Paul Kelly  Read Replies (1) | Respond to of 970
 
Idiocy is not his major shortcoming. I am convinced by the tone as well as the lack of cohesion and substance in his posts that YP has a substance abuse problem . I don't want him around me but I was sincere in wishing him good luck in facing and getting help with his problem. Still don't and still am.

Outside of the St. Louis Post-Dispatch article, I haven't seen much on the annual meeting in the press. The market is reacting well, I believe, to the fundamentals of this company. Chris Pauli follows this one pretty closely so I'm not surprised to see him fine tuning his recommendation from strong buy to buy recently. He has done that before or even dropped to hold before returning to a strong buy position. This shouldn't be a concern at all for longs.

Maverick is right about Zack's - still rating a strong sell on ZOLT but frankly I disagree with many of Zack's calls and am unable to find supporting arguements for them. Vector Vest currently has a buy on ZOLT citing well above average upside potential and returns with RV
(Relative Value) and RT(Relative Timing) calls of excellent. So take your pick.

My own judgement is that Zsolt Rumy has set a mark for his company and has been largely exceeding outside earnings estimates while meeting or exceeding his own demanding schedule. It's been a winner for me so far and its getting better.

Regards,
Paul