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

To: X-Ray Man who wrote (9367)	3/6/2001 11:34:08 AM
From: Starlight	Read Replies (1) \| Respond to of 9695

It sounds as though you're saying that JMAR's XRL won't succeed, and others who supply them with masks, etc., have given up on them, too. But if DARPA continues to fund their XRL, and IF (big IF) they DO succeed, don't you think there would be commercial interest? Even if only the government were a customer, JMAR could do quite well providing XRL services for govt. contracts.

To: X-Ray Man who wrote (9367)	3/6/2001 5:09:34 PM
From: Bilberry	Respond to of 9695

XRayMan, there is another way of looking at this. If JMAR and Sal are the last men standing in the x-ray game, and there is a success (such as GaAs), I think this puts both JMAR and Sal into an enviable position. Did you ever consider that? That the falling out of the majors has left a small company like JMAR a major niche to fill. Now the mask issue is something that I would like to ask the company about. Apparently DARPA is funding mask development, and as you pointed out IBM had done some work in this field. Personally I would be happy if JMAR gets a major chunk of the GaAs market. That alone will get us a JMAR price that we all would be happy with. If JMAR is a small niche in Silicon, that could be as large as its position in the GaAs market. I am not looking for JMAR to take over the silicon lithography market, just a nice niche position. I am very impressed and happy with the progress that JMAR has made with the power levels of its X-ray source. According to recent news, its up to 25 watts. That is more than sufficient for GaAs production. The higher the wattage the more throughput for GaAs. The threshold level for silicon used to be 90 watts, and the last I heard has been reduced to 60 watts. So JMAR is not too far away from hitting this mark. JMAR improved its x-ray source from 3 watts to 25 watts in less than 2 years. That is a 800% increase in power. An increase from 25 watts to 60 watts is a little more than a double from here. So I would think they could do that in a year. Which corresponds to when they should have the beta model for GaAs installed. There is no downside in my mind. The uses for the x-ray source span many areas. Lithography is certainly the largest.