Hi. I am new to the board, but I have been watching for some time. I have some questions.
First, illocution is not a word I can find in any dictionary. What does it mean?
Second, Gooch and Richaaard have really good instincts and insights. Shouldn't all of you wonderfully optimistic "believers" appreciate the presence of good Cassandra's, especially when their logic is so sound, and their questions so reasonable and to the point?
Third, the JMAR story is getting a little worn, don't you think?
Fourth, LightKnife was a complete bust that could have been completely avoided with some decent patent research (that wasn't done). And it never got beyond a prototype used for testing, did it?
Fifth, does Brightlight exist yet, in a form suitable for XRL or for its other touted applications? I believe that it is still being developed, right?
Sixth, shouldn't you care a great deal whether JMAR has produced any products, because the only reason they are where they are is the revenues and profitability from PPL, now Precision Systems?
Seventh, remember the Cal ASIC story? Have you forgotten how that ended up? Now the LightKnife story: how is that ending up? Now more delays on BriteLight and XRL: how will that end up? Isn't credibility a key issue with this "evolving" story?
Eighth, what technology does JMAR have that it did not acquire? Just a diode pumped, solid state laser, I think. Is this unique? No. Is it better than the competition? Probably not. Is it less expensive than the competition? Definitely not: one of the major drawbacks of DPSS is its cost. Is it important in some other way? Definitely, it can be a successful product, but do you remember the story? How long has BriteLight been in the story? Do you see any of that story becoming reality?
Ninth, what part of BriteLight did JMAR invent? Do you know what is proprietary about it? What is protected?
Tenth, if the JMAR story is so hard to follow to date, why do you all have any confidence in the story for the future? And, if the story has been so "interesting" around Cal ASIC, LightKnife, and BriteLight, then what makes you think you understand what JMAR is really doing with XRL?
Though this is a reply to a message, I would appreciate replies from all interested in answering these questions. I am genuinely curious as to the answers.
I also have one overriding concern about this company and its stock, and would appreciate some insight from the rest of you. Optical lithography will be pushed well below 0.13 um, perhaps as far as 0.07. This is occurring now, and will leverage existing fab's well into the future. The 300 mm fab lines being started are not XRL, nor are they likely to be. It seems to me that technical necessity and economic viability of XRL is 10 years away. Is this correct? If not, what am I missing? |
