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Technology Stocks : Nanophase Technologies (NANX)

NANX 1.733

-1.0%

Apr 7 5:00 PM EST

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To: Obewon who wrote (121)	3/15/1998 6:57:00 PM
From: Crossy	Read Replies (1) of 322

Obe, OK that was then - but this is now: CEM (Chemfirst) is a really capable company. They are determined in capturing a nice chunk of the CMP supply market and NANX will be delivering the ingredients for CEM's success. A nice market-battle should emerge. The winner probably being IPEC at the expense of SFAM, because IPEC seems to be more tied up with NANX/CEM than the other CMP-tool providers. Do You have any idea how the current shortterm negative factors: 1) AFC - Asian financial crisis - leaving its stains this quarter 2) CEM's (EKC) takover of MOYC-CMP unit that resulted in a change of that unit's contract with NANX: ultimately bigger market but 1-2 qarter delay in ramp-up phase and slimmer rampup capacity (this year) 3) Probably non-recurring nature of the Itochou's contribution to NANX's last quarterly revenue should impact NANX revenue stream the current quarter ? I'm eyeing a number of approx. $1mio. - which isn't exciting.. regards CROSSY

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