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

To: Starlight who wrote (9356)	2/27/2001 10:32:28 AM
From: FreedomForAll	Read Replies (1) \| Respond to of 9695

Here's a post from Raging Bull that's interesting Freedom FIFO Price Comparison Hey all, I'm a relatively new investor in JMAR (bought in late Dec), though I've been lurking here for over a year. I haven't had much to say, but I thought I could offer a good analysis of the FIFO prices to help to answer some of the questions that have been appearing here lately. I thought I'd throw some hard numbers at the question of FIFO pricing since I work in an engineering firm that deals directly with vendors for both IDT and Cypress. On the JMAR Velosync FIFO datasheet, the company lists the direct product replacements for IDT and Cypress. From here I threw together a price list of the compatible parts to show the actual savings of buying from JMAR. I have listed the FIFO sizes, cost of the component and the savings if the same part is bought from JMAR. I have only listed the components that I found prices for. Prices for Jmar are from All American, prices for IDT are from Insight Electronics (http://www.insight-electronics.com) and prices for Cypress are from Arrow(http://www.arrow.com/). Here's the list: 100 MHz parts (Cypress has none listed) JMAR IDT size cost cost savings 256x9 $13.86 $16.75 17% 512x9 $16.92 $18.45 8% 1024x9 $20.29 $22.15 8% 2048x9 $25.03 $26.60 6% 4096x9 $28.41 $32.10 11% 8192x9 $31.80 $36.85 14% 66 MHz parts JMAR IDT Cypress size cost cost savings cost savings 256x9 $10.96 $14.30 23% $14.09 22% 1024x9 $14.21 N/A N/A $20.60 31% 2048x9 $17.59 $20.65 15% $22.40 21% 4096x9 $20.98 $25.70 18% $26.92 22% For slower speeds (50 MHz, 40 MHz, and 28.8 MHz), JMAR suggests using their 66 MHz parts at slower speeds. IDT and Cypress both make parts that are specifically designed to run at these slower speeds, and these parts are cheaper than their 66 MHz parts. The price tradeoff is no longer a worthwhile consideration when deciding between JMAR and the other two since JMAR's 66 MHz price is typically a savings of 50 cents or less, and in some cases there isn't a savings at all. The question of 133 MHz devices also came up. I am unaware as to whether or not Cypress has compatible parts. IDT does have 9-bit wide FIFOs that run at 133 MHz, however Insight had none in stock, so I can not get an accurate value for the price. Nonetheless, JMAR's 133 MHz FIFOs are definitely preferable since they are 32-pin parts whereas IDT's are 80-pin parts. The size discrepancy is likely tied to IDT's FIFOs needing more power and therefore needing a bigger package to dissipate the heat. I assume the bigger package would also translate to a higher cost. One thing to keep in mind is that for all FIFO speeds, IDT has sizes that are bigger than anything offered by JMAR. IDT has 9 bit wide FIFOs (that's the x9 in the size) in sizes of 16K, 32K, 64K, 128K, 256K, 512K, 1M, 2M, and 4M. This is not necessarilty a bad thing for JMAR. For the sizes and speeds listed in my tables above, JMAR has a cost and power advantage. Not all applications demand FIFOs of the size offered by IDT. I hope this answers some of the questions that keep popping up here. I am long in both IDT and JMAR, so I hope my discussion wasn't too biased towards either one or the other. Platinum Nat