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Technology Stocks : Nanophase Technologies (NANX) -- Ignore unavailable to you. Want to Upgrade?

To: Mel Spivak who wrote (66)	1/13/1998 2:37:00 AM
From: Obewon	Read Replies (1) \| Respond to of 322

Mel - <<"knocking on the doors" of the chip-makers>> as I must point out means nothing from an investor standpoint. I am looking for revenues that can lead (eventually) to profits. Nanophase will not be significantly affected until its product is "proven" - by which I mean, one of the large semiconductor manufacturers ordering a significant quantity, not the current amounts for testing and development. While waiting to invest until after this occurance means that an investor may miss the first 30% jump in price, the reduction in initial risk coupled with probably further advances later makes it more advantageous at this time to wait before investing. From what I understand, the only products currently being sold in quantity with Nanophase's powders is in the cosmetic industry. One product specifically mentoned is Dr. Scholl's Athlete's Foot Powder. While I agree that the use of Nanophase powders in slurries looks promising, I'm not privy to what barriers there are currently to the semiconductor makers adoption of the product (and from reading your posts for some time, I'm pretty sure you don't either - no offense intended). You yourself have stated that Cabot controls 90% of the slurry market. No matter what happens with the current litigation by Moyco against Cabot (which could take years), Cabot is NOT going to just go away and will protect its near monopoly with every trick in the book. Does anyone on this thread work with semiconductor slurries who could fill us in on what the major barriers for adoption of the product are? How much slurry does the typical plant require per month/year? How much Nanophase powder does that equate to? Does Nanophase have the manufacturing capabilities CURRENTLY to be able to accept such an order? What is the cost of production per ton to Nanophase and how much is it being sold for? Remember: THE FIRST SALE IS ALWAYS THE HARDEST! Let the company prove it can make that first sale before counting the potential market share. OB (Knowing the potential return and the RISK of an investment is the key to a profitable future.) PS I am neither long nor short the stock.