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Moyco Technologies (MOYC) is a multi-faceted consistently profitable co. MOYC 's CMP slurries have been endorsed and acknowledged by IPEC, the leading CMP machine mfg as having the best slurries for their CMP machines. The end of all the testing by the SEMI's of the newest CMP machines with MOYC's slurries is in sight. The beginning of huge revenues for a small co is insight. MOYC has been followed and discussed on Prodigy by renowned microcap guru, Gary Grobbel and by many others. The stock has finally started moving. Joe Sternberg is the son of CEO "Mickey Sternberg", who handles investor relations. The Sternberg own about 73% of MOYC. The BRASS of MOYC agreed to answer questions from us at Prodigy. Here is what they had to say: PRODIGY(R) interactive personal service 05/28 06:53 AM Board: MONEY TALK Topic: THE MICROCAPITALISTS Subject: SPEAKOUT! MOYCO To: BBMA35C Chris Forte Date: 6/3/96 From: LSFC74A Joseph Sternberg Time: 9:34PM ET Thank you for inviting us to this forum. We appreciate the opportunity to speak with the investment community via this medium. There will be some areas where we will be intentionally vague. All questions are good questions and should be asked. Due to SEC regulations, sensitivity of customers and/or proprietary data we may be prohibited from answering certain areas of questioning. We hope to be as informative as possible. We are interested in your comments, questions, and ideas. We view Moyco as a long term opportunity and hope that our employees and shareholders see our corporate vision. We would like to personally thank Chris Forte and the rest of the Moycians. PRODIGY(R) interactive personal service 05/28 06:54 AM Board: MONEY TALK Topic: THE MICROCAPITALISTS Subject: SPEAKOUT! MOYCO To: WFWD43F Joe Pakin Date: 6/3/96 From: LSFC74A Joseph Sternberg Time: 9:49PM ET It's tough to go first, but you are right, someone's got to do it! We appreciate your interest. Our process has been using slurries for greater than 25 years. This technology used internally has recently been applied for use in the semiconductor industry. We work with engineers and companies on a confidential and specific product development basis. We have worked closely with IPEC and other CMP tool manufacturers in testing our slurries. Within the semiconductor R & D community, we believe that we are well known for our CMP slurry products. This is just an emerging technology and, due to customer required confidentiality, we remain quiet as to pr with industry trade mags. With time, we believe that our name will become well known and respected within the entire semiconductor industry. Remember, during the last year, we have primarily worked under confidential agreements with R&D departments. PRODIGY(R) interactive personal service 05/28 06:59 AM Board: MONEY TALK Topic: THE MICROCAPITALISTS Subject: SPEAKOUT! MOYCO To: RKDG69A Darrell Youngblood Date: 6/3/96 From: LSFC74A Joseph Sternberg Time: 10:12PM ET Darrell and All, I forgot to mention that your questions have been reviewed, discussed and answered by Marvin Sternberg, Chuck Picardi, Joe Sternberg and others in Moyco management. Joe is preparing and entering the answers. Anyway, back to your questions. Our capacity is much greater than current demand. We are looking at ways to increase same in the event of substantial orders from several sources. We believe that we are well covered into 1997. Unfortunately, I can not report specific capacity data for competitive purposes. We do no want anyone from Cabot or others knowing our estimated manufacturing capacities. Keep in mind though that we make slurries everyday for many applications outside the semiconductor industry. We are not worried about capacity because of the long ramp up times. For example, once a customer completes the R&D stage, we will be advised if we are the slurry vendor of choice. The lead time for our customers to receive CMP production machines and to set them up is longer than the lead time for Moyco to ramp up to meet slurry production requirements. We are ready! PRODIGY(R) interactive personal service 05/28 07:03 AM Board: MONEY TALK Topic: THE MICROCAPITALISTS Subject: SPEAKOUT! MOYCO To: LVQV78A Mel Spivak Date: 6/3/96 From: LSFC74A Joseph Sternberg Time: 10:53PM ET Hi Mel. Thank you. As always we appreciate your input. Reverse engineering of semiconductor slurries is always possible. We think it is highly unlikely for the following reasons. Qualifying a slurry is a long range program as engineers are not ready or willing to test for replacements because of high costs in case of failures. We were involved in CMP before people learned that this technology was going to be the next step. In addition to the proprietary formulation, our manufacturing process is confidential. It is a trade secret of Moyco and is guarded like Coke maintains the secret formula of Coca Cola. In our case, the manufacturing process is really what make our Ultraplane slurries and other CMP consumables unique. Capacity is a sensitive question but we do have contingent plans for substantial volume. Mel, our manufacturing process is proprietary, however, cross contamination issues are always considered and monitored by our quality control procedures. Moyco sub-micron abrasives are of the highest quality as a result of our QC department. >>> Employees dedicated to slurry production is confidential. Moyco has about 25 production employees for all abrasive products. Chuck Picardi reports to Clarence Bartron, Facilities Manager for the Ultralap Abrasives Division. Chuck also works closely with Mark Sternberg and other production and research personnel. In addition, there are other alliances (domestic & global) for research and development. Mr. Bartron has been manufacturing and marketing various abrasive products for 25 years. Moyco's special consultant - not to be named here - worked on the early stages of sub- micron abrasive development. We have been told that initial orders for tools (such as IPEC equipment) for metal CMP are headed for R&D labs. The date that these labs give a release for actual manufacture is not determined by Moyco. Our best estimates are that the lag time after the lab approves a particular CMP process is 6 months to 1 year. This is because, we must account for production of the tools, delivery, and set up. While we are confident of the performance and quality of our products, the time necessary to qualify and to pass from R&D to production is dictated by our customers. Therefore, timing issues are difficult to address. >>> CMP machines consume slurry at different rates based on process and machine. Are we talking about IPEC, SpeedFAM, Applied Materials, Ontrak, etc. We do know that these machines consume a lot of slurry, not quite as much as the Colorado river at high tide - just a joke! For a wafer that uses 3 layers of oxide and 2 layers of tungsten, about 200 ml per layer per wafer. According to the industry reports, by year 2000, the CMP market will be about 735 million, of that consumables will be about 250 million and slurries about 150 million. Since, I am running short on time, please calculate the percentages Mel, these numbers are what we have been able to gather from independent research and surveys. We know that you have also done some looking into the size of this market and appreciate your input on this issue. Look forward to having more discussions with you about the state of affairs for Moycians! PRODIGY(R) interactive personal service 05/28 07:06 AM Board: MONEY TALK Topic: THE MICROCAPITALISTS Subject: SPEAKOUT! MOYCO To: DANB11A Glenn Adams Date: 6/3/96 From: LSFC74A Joseph Sternberg Time: 11:37PM ET Glenn, Hi! We all thank you for the neat outline of questions. 1. The interview you refer to was over a year ago so some things have changed but, in general most of the interview is still accurate today. The opportunities are there to reach high numbers, however predicting the future is difficult especially as to timing. As of tody, we would probably adjust our goals to 25 million to 50 million by the turn of the century. But this goal will be predicated on success in A. CMP B. Fiber Optic Products - On these abrasive >>> products, we are already a market leader because of our superior sub-micron evenly coated films. On page 103 of "The Road Ahead" by Bill Gates, he states "Most of the wiresconnecting servers with one another, and with the neighborhoods of the world, will be made of incredibly clear fiber-optic cable, the 'asphalt' of the information highway. All of the major long distance trunk lines that carry telephone calls within the US today use fiber, but the lines that connect our homes to these data thoroughfares are still copper wire. Telephone companies will replace the copper wire, microwave, and satellite links in their networks with fiber-optic cable so they will have the bandwidth to carry enough bits to deliver high quality video... Eventually, though, fiber connections may run directly into your home if you use lots of data." In short, the more connectors, the more that the cut fiber optic tips will have to be polished with Moyco precision abrasives. C. Diamond products. D. New Product development E. Acquisition Program And further market shares for both abrasive and dental products. We are persuing all avenues. Timing issues as to when we hit our revenue goals can not be given today with any degree of certainty. Regardless of sales, the prime indicator will be profits!!! 2. Yes! We do believe that a secondary offering or private placement may be necessary to attain our goals. As of today, there is nothing to announce on these issues. Any announcement would be made via our standard newswire service. 3. Thanks for reminding me of my age. Although I work very hard, I am not laboring at my work!!! I truly enjoy what I do and have no plans of retiring in the immediate future.>> We have been working on the next generation and succession but do not want to be pushed upstairs yet. 4. The IPEC Agreement was revised by mutual consent because, after much discussion, it did not serve the best interests of either party. We are both now free to market what we individually do best. IPEC sells machines. Moyco sells consumables. Moyco tungsten slurry offers superior results on IPEC metal machines. We are in the process of testing to produce similar data on other CMP machines. 5. Looking 18 months in the future? The timing of the CMP processes moving from R&D to production will determine revenues and product mix. With minimum success and without consideration for acquisitions, in 18 months, we hope and believe that we will have CMP slurries going at a substantial annual basis for Moyco with current revenues of approx 12 million. At that point, revenues may still be greater from the Moyco Union Broach dental division but the Abrasives Division by that time should be close to matching dental sales and may surpass same within this time frame. Products for fiber optics should remain our top abrasive product although it is possible, that sometime toward the end of the 18 month time frame, CMP sales could well exceed PRODIGY(R) interactive personal service 05/28 07:07 AM Board: MONEY TALK Topic: THE MICROCAPITALISTS Subject: SPEAKOUT! MOYCO To: PKNX10A John Huber Date: 6/3/96 From: LSFC74A Joseph Sternberg Time: 11:48PM ET The total slurry market according to the O'Mara report, a well known study on the CMP market, suggests that slurry sales will reach approximately 200 million by year 2000. 30% of this is for metal slurries and the percentage for metal slurries is expected to rise. Balance is for primarily oxide slurries. Aluminum slurries are on the horizon. Testing is being conducted and success will dictate percentage of market for Moyco. We are working with about 10 semiconductor manufacturers at this point in R&D and testing. Cabot and Rodell are the main slurry competitors today. We believe that the train has pulled out of the station for this process but volume and new developments could entice more to make the investment. Due to the extreme entrance fees for playing this game, there is a significant barrier to additional competition. Thanks for your questions. Editor's note: The "floor is now open for discussion" Mel | ||||||||||||||
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