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

To: Sir Auric Goldfinger who wrote (865)	9/11/1998 10:22:00 PM
From: Jake Heib	Respond to of 970

I have to agree with Auric. I tried to indirectly bring those astute to discover these items, but it seems I was only critisized. Oh well, good luck to the longs. Regards Bill

To: Sir Auric Goldfinger who wrote (865)	9/12/1998 6:29:00 PM
From: Mike M	Read Replies (1) \| Respond to of 970

<<Now go to the notes ands see Zsolt speak about increasing gross margins, but at the same time increased inventory (marked up) at the same time that sales in Asia were down due to slumping demand in the high tech sector.>> If you are familiar with Zsolt's approach, I think it is more than consistent.....I believe he has identified something like 10 different prospective applications for carbon fiber only a couple of which are currently in general use. He views decrease in cost (positive effect on margins) and readily available supply to be critical to fiber's ability to penetrate new markets....He is, in fact, on record for encouraging other companies to approach low cost fiber production in order to respond to industry concerns of adequate supply.....If you are so smart, see if you can't figure out why cash flow might be negative as he ramps up production while conventional demand sags. Does this mean he is going to fail? You are obviously proud of your ability to read a financial statement, obnoxiously so, but somehow you think that gives you insight on strategy or ultimate success/failure and I don't think you have a clue. None of us, including Zsolt really "know" whether he will pull it off or not....We just pay our money and take our chances.....Some will call him a crackpot...I think he is a visionary....In any event, the race is on to create demand before the resources run out.... Your allegations of fraud are not helpful in fact they are not very responsible. This, by the way, is consistent with your attitude towards management on other threads as well. I see little evidence that you, in fact, have any real insight, but, you are full of opinion. Now you take your 101 Accounting Course and ....well, you get the picture..... Mike