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Technology Stocks : High Growth Techstocks for 1998
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To: Rich Genik who wrote (154)12/30/1997 9:40:00 AM
From: Mel Spivak  Read Replies (2) of 598
 
MOYC is very timely. NANX, which ran up 50% on Fri (held most yesterday) has a majority of their sales to MOYC. Moyco just had news that has been long awaited. They are a small cap. They use NANX' "feedstock", on an exclusive basis for making the "polish" that "planes smooth" chips in prep for putting everything on chips. The process is called "Chemical Mechanical Planarization" (CMP). Their "polish" is called CMP slurry.

It is used by CMP machines made by IPEC SFAM AMAT and others. It is a "consumable" that is disposed of after it is used. The machines use about 7 litres/hour.

There is lots of independent lab verification The MOYC's is the best. Moyc's problem has not been its product. Rather, its size, resources to make it in sufficient quantity and to otherwise be a reliable supplier to the INTC's, IBM, MOT, TXN's of the world.

Their solution was to have a "partner" to produce and distribute to the chip world their slurry.

Yesterday's news (go to yahoo quotes/news) was that Ashland (Chemical) ASH called of the pending deal and that MOYC has lined up another chemical company to go into it with them. The new partner will be anounced soon.

The deal will be structured for MOYC to receive ongoing royalties (% of sales). If it is the same as the ASH deal, they will also get a lump sum and other goodies. MOYC has a low float (70% of the stock is owned by insiders). 52 week hi 8 1/2 low 3 1/2. 15 was alltime high.
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