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

To: Mike M who wrote (640)	2/16/1998 9:52:00 AM
From: D.J.Smyth	Respond to of 970

Spoke with IR at Zolt regarding Pauli & Co.'s comment that Zolt could potentially experience a slowing of finding new markets for their products (thus Pauli's change in grade from "strong buy" to "buy"). She (IR) stated the opposite is true; they are experiencing an excelleration of finding markets for their carbon products. She mouthed again what was said late last year that the only factor holding Zoltek back is additional lines. Surprisingly she wasn't even aware that Pauli& Co. had made this comment in their grade change. She stated that the problems experienced in putting lines into production have minimalized relative to rummy's comments in October and the new lines set for production ramp-up in the second half are coming on line faster than the two new lines they've added this year. These current added lines will show little added revenue production for this quarter, but full revenue production in the 3rd quarter of this year. Possibly the market is picking up on this as the price appears to be strengthening.