Jim - Re: Marketing Plans - JSI has a long-term relationship with the Dataquest/Gartner Group to develop product strategy. They have done a lot of "market intelligence" with this group, so I'm sure there is a plan. Specifics weren't discussed at the meeting.
Some other things mentioned regarding JSI:
1. In the past year they have acquired the most advanced new software and hardware tools available to enable semiconductor design. These came from Cadence.
2. They completed the fab for the DOD and have signed a research and development agreement with the DMEA. We should be seeing a news release on this soon.
3. They secured needed foundry capacity for high volume production of the FIFOs through 2001.
4. They've entered a long-term relationship with Datapoint/Gartner Group to develop product strategy.
5. They've introduced the fastest FIFO group in the industry.
JSI Business Alliances:
IMP, Inc. - foundry
Philips Semiconductor - technology and marketing
Intersil Inc. - design center and technology
Cadence - software and EDA tools
DMEA - foundry, technology and marketing intelligence
JSI's first products for the communications markets will be FIFOs, DPRAM and memory chips. Next in development will be LAN products - switches, etc., and the third development stage will be WAN products. This will occur over the next several years.
For FIFOs alone, revenues of $36M are projected for 2001. By the end of 2002, there is the potential of $90M in revenues. These figures weren't arrived at haphazardly. They did a study of companies offering comparable products to JSI -- specifically Broadcom, Globespan, Silicon Laboratories -- and came up with these sales projections.
More about JPSI:
They did a study of comparables for JPSI. The companies studied were: August Technology, Veeco, Zygo and Newport. The projections they arrived at were $14M in sales for 2000, $20M for 2001 and $26M for 2002. These sales would come from the new line of products JPSI is introducing, which include the Atomic Vision instruments capable of one-one thousandths of a micron (one nanometer). These products were introduced at the Semicon West Trade Show in San Jose last month, and at two trade shows in Taiwan. They were on display at the meeting yesterday, along with the impressive-looking "booth" that is used at trade shows. One of the new products, the Atomic Force Microscope, is used for high resolution, 3-D and surface scanning, and offers more speed and efficiency than the scanning electron microscopes in use now.
JPSI has targeted the following markets for their products:
PRECISION MEASUREMENTS -
1. Semiconductor industry - BGS's, stencils, flip chip, defect review, and surface analysis
2. Fiber Optics industry - connector to fiber alignment, active device to package alignment
3. Ink Jet Printers - orafice size and location, print head to bottle alignment
The single largest customer of JPSI's alignment systems is a manufacturer of ink jet cartridges. (Remember that the next time you buy a printer cartridge. JMAR might have supplied some of the equipment that made it.)
PRECISION MOTION CONTROLLERS
Targeted markets:
Semiconductor, biochip, fiber optics industries that need:
low vibration, wafer inspection, wire bonding, reticle inspection and thin film metrology.
---------
That's the highlights from my notes, but I might add a few more details as I come across them.
Betty |
