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

To: Starlight who wrote (9340)	2/6/2001 4:46:15 PM
From: Bilberry	Read Replies (1) \| Respond to of 9695

Triquent is doing very well. GaAs chips doing well also despite slowdown in other areas. I think JMAR is in the right place with GaAs chips. If the Sal/JMAR system works well, they should be able to dominate manufacturing. If they are and prices of GaAs chips suddenly drop, that could greatly expand their use, and the current forecasts for GaAs chip sales could be low. If JMAR only does GaAs and not silicon, we will be very wealthy. If silicon too, then forget it, I can't count that high. But JMAR will always be a niche player in silicon, its too large for them to take the whole pie.

To: Starlight who wrote (9340)	2/17/2001 7:40:28 PM
From: jeffbas	Read Replies (2) \| Respond to of 9695

Betty, I show up again. You may remember that I last owned JMAR more than 10 years ago when it had about a million shares outstanding and was around $10. The market cap is many times higher now, but not the price. The company has clearly not been a success for long term holders. Things look a bit more interesting now, which is why I am back for a visit. I have a few questions which you or someone else might be able to address: -Are things really different this time? If so, why? JMAR has always been a research operation largely incompetent at doing what public companies are supposed to do, which is make money. Management has not changed. -It has always been said that point source XRay lithography does not have the throughput of synchrotrons. Has that problem been solved? It isn't enough just to make a working prototype of something that will produce wafers, it has to be able to produce wafers in volume at a lower cost per wafer than other alternatives. -With respect to the Fifo chips, is there any basis for believing that there will be strong market demand? Lots of conceptually interesting technology products are unsuccessful for all sorts of reasons, including the situation where the marginal advantage of the new product does not exceed the cost of changing from a somewhat inferior one. This is true in a number of areas in the chip business. For example, for some types of chips small feature size is not particularly important.