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

To: TI2, TechInvestorToo who wrote (827)	3/2/1998 11:17:00 PM
From: My Father's Son	Read Replies (2) \| Respond to of 1305

T2, I'll have to take issue with you on this. First of all Champion does not have the retail strength of Fleetwood or Oakwood. In addition, both Fleetwood and Oakwood are vertically integrated, offering everything from the product, to financing, and insurance- all within one company. My personal favorite is Oakwood. The CEO is Nick St. George, a very smart man. They have grown +25% a year for a decade now. The margins are rising and things will only get better if the economy turns south. The manufactured housing industry has become an alternative to apartments and with the low cost of entry, has become an attractive alternative to stick built homes. DMM