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

To: Starlight who wrote (9210)	8/11/2000 7:02:15 PM
From: Mark Oliver	Respond to of 9695

Just did a little calculation of 650 wafers with a 100% die yield of 2000, selling at $9.25 would equal a revenue potential of 12,025,000. Well, there is no such thing as 100% die yield. Also, it would be interesting to know if this price is at the industry, and as more capacity/demand comes on board this price will rise/fall. I suppose we can count on JMAR to have refined their production techniques already??? If so, could you expect 10 million, which would be a yield rate of 83%? Well, you mention their will be more expensive products in the mix and that this is actually the first of a series of products. Also, you can say that they might be able to bring on additional wafer starts if demand is there. But, this is not a huge new business and the market in general is only 300 million. I guess this is a good first step into building a business. How the market will value it is anyone's guess. It seems to me that the recent rise was attributed to a very optimistic market, and association with bio-chips. Was there any discussion of this business? Regards, Mark

To: Starlight who wrote (9210)	8/21/2000 4:33:46 PM
From: Starlight	Read Replies (1) \| Respond to of 9695

Correction: I was just re-reading the notes I posted from the annual meeting. I left an important word out of one sentence: 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) resolution. (I left off resolution originally.) Meanwhile, I can almost guarantee that this board has no effect on the stock price. I posted the higher sales projections for JMAR right after the annual meeting and the stock hardly budged. Today those projections were in a news release and the stock jumped over 2 points. Betty