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

To: real_time99 who wrote (9090)	4/6/2000 6:39:00 PM
From: Dave Lippert	Read Replies (1) \| Respond to of 9695

There were some interesting notes in the 10K about JSI: The Company's telecom semiconductor roadmap includes the introduction of three new product offerings including (i) high-speed First-In, First-out (FIFO) memories (200+ MHz), (ii) a unique proprietary Universal Logic Device (ULD) and (iii) Application Specific Standard Products (ASSP) for the WAN and LAN markets which will include network processor-class products. FIRST-IN-FIRST-OUT MEMORY (FIFO) The First-in-First-out (FIFO) memory market opportunity was estimated at approximately $300 million in 1999 and is forecasted to grow to $510 million by 2004 due to ever-increasing product performance demands. FIFO's are widely used in the telecommunications industry as data handling chips that match data rates in a data stream. JSI is introducing its unique high-speed FIFO standard memory products to gain presence in the telecom marketplace. As of mid-March 2000, JSI had completed the basic circuit design for its first FIFO device including architecture, RTL coding, simulation, preliminary synthesis and patent reviews and is now proceeding to fabricate prototypes. The prototypes will then be fully tested (characterized) and the product will be introduced to the market. Full-scale production is projected to commence by the third quarter of 2000. JSI plans to broaden its FIFO family product offerings by introducing additional new designs throughout 2000. UNIVERSAL LOGIC DEVICE (ULD) JSI's Universal Logic Device(TM) (ULD) is an easily programmed, electronically erasable logic replacement device targeted for electronics component distributors, quick-turn manufacturers, design development laboratories and repair facilities. The primary benefit to customers is a substantial reduction in parts inventory, purchasing costs, and manufacturing delays. A prototype of the commercial version of the ULD has been completely designed, masked and fabricated, and is now being fully tested (characterized) to evaluate functionality and performance. The testing of the ULD device is projected to be completed by the end of the first half of 2000, and introduced to the market by the beginning of the third quarter of 2000. APPLICATION SPECIFIC STANDARD PRODUCTS (ASSP) JSI's advanced ASSP products are currently in the product development stage. JSI is focused on producing high-speed switching class products with leading-edge features demanded by the marketplace. Features will include embedded network processing, programmability (both hardware and software), encryption, high-speed and flexibility of use, all of which are expected to continue the trends of these class of products to generate very attractive gross profit margins. Upon completion of the architecture definition in the first quarter of 2000, the devices will be designed, fabricated and fully tested with market introduction planned for the second quarter of 2001. ASSP products are in high demand and are drivers of product innovation. JSI has a solid understanding of the development and production costs for these devices. The Company believes that gross margins in excess of 60% are possible for these products.