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

To: Crossy who wrote (116)	3/14/1998 10:23:00 PM
From: Obewon	Read Replies (2) \| Respond to of 322

So far this is not a problem since NANX products are not yet used in any production level CMP slurries. One company currently has a near monopoly on the CMP slurry business which NANX's partners are trying to break into. Thus ANY success in this field will significantly add to revenues in the future. The fact that CMP slurries require frequent replacement insulates the supplier from semiconductor industry downturns unless factories are shutdown. The AFC should not cause that, only a slowing in the pace of growth in the industry. The signal for this stock to take off is the first announcement of a production level deal for CMP slurry using NANX's products. OB