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Technology Stocks : JMAR Technologies(JMAR)
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To: Falstaff who wrote (7092)12/2/1998 9:23:00 AM
From: X-Ray Man  Read Replies (1) of 9695
 
Intel is out of XRL because (IMO) they early on decided that as
long as it was tied to synchrotrons, it could not fit into their
many-cloned-fab manufacturing model. IBM's centralized facilities
and cutting edge technology requirements are much better suited
to a synchrotron based solution. EUV is a hope, not a technology,
with severe problems. I think SCALPEL has a much better chance of
competing. Point-source XRL, if a good commercial tool became
available, would perk up the interest of many who have been nominally
writing off XRL while dependent on synchrotrons. Point-source XRL
could fit well into any existing EUV or e-beam tool fab. Don't be
surprised that if a good tool comes to market, that places like
Lucent and Intel don't end up ordering one. JMAR is well positioned,
but keep in mind they are not the only company working on a point-
source XRL tool. In my mind, it will be the company that has the
most reliable, lowest maintenance tool that will have a competitive
advantage. JMAR's lasers could be an advantage here, but I am
concerned about other aspects of the source design. I am also
concerned that other's may be better positioned with stepper manu-
facturers for putting together the integrated tool. My understanding
is JMAR is still prototyping on the old Hampshire/ATT stepper
platform. Anyone hear otherwise?
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