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Technology Stocks : General Lithography

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To: TI2, TechInvestorToo who wrote (827)	3/2/1998 9:58:00 PM
From: Andrew Vance	of 1305

MOYC is the dental abrasives company that had the exlusive agreement with NANX for the CMP grit for the slurries. However, MOYC sold the rights to this, including the agreement to EKC Technology's mother company, First Chemical. As far as a pure play is concerned, it is not a pure CMP play. However, they stand to make some good $$$$ on the CMP market if things are done correctly. My advice to you, in the form of Due Diligence is togo to the sec.gov website and check out the S-1 and other filings for their recent IPO and financials. sec.gov Scanning the document you will find a good description of their business and their customers. They do devote a nice section to the CMP business. It is worth weighing the potential market with their revnues and earnings. MOYC has a $30 purchasing agreement over a few years. These numbers weight nicely into the financial picture at NANX. Andrew

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