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Microcap & Penny Stocks : Rat dog micro-cap picks... -- Ignore unavailable to you. Want to Upgrade?

To: GeoDude who wrote (10404)	1/28/2003 3:06:49 PM
From: BW	Respond to of 48461

JMAR's news was BIG.

To: GeoDude who wrote (10404)	1/28/2003 4:38:18 PM
From: Bucky Katt	Read Replies (1) \| Respond to of 48461

My take is when they start making test wafers that is the moment of critical mass we are looking for. I expect in time this will become a very important shift in semi fabrication. I used to think JMAR would deliver to me a INVN type return, but in light of the current market conditions I have toned that thinking down a bit. Even so, I think it is cheap at current levels, and long term we should do fine with it. DARPA funding seems set so things will keep developing... The military wants this technology in a big way.. And yes, usually we are one of the few to see potential before the herd. As I said with WEL last week, sometimes you have to hold your nose when you buy, and it usually works out. Some move faster than others, but if you accumulate over a longer time frame in a taxable account, so much the better as you end up paying 20% tax on the gain... Last post on the JMAR thread was 5 Jan. and that might indicate everyone else has given up... Snowing like a mofo in Chicago, the rush will be a mess..

To: GeoDude who wrote (10404)	1/30/2003 12:17:47 PM
From: Bucky Katt	Read Replies (2) \| Respond to of 48461

Intel's Barrett Bets $28 Bln on Chips as Internet Push Flops Santa Clara, California, Jan. 30 (Bloomberg) -- Everyone in Silicon Valley got a little crazy during the Internet boom, even Intel Corp., the world's biggest maker of computer chips. Intel is doing at Ronler what it does best: milking Moore's law. So far, so good. The best Pentium 4 processor has 55 million transistors and runs at 3 gigahertz, meaning electrons race through the chip's microscopic wires and turn the transistors on and off 3 billion times a second. Pentium IIIs from two years ago had 28 million transistors and ran at 1 gigahertz. Sustaining Moore's law isn't easy -- or cheap. Intel and its rivals make semiconductors by imprinting patterns of circuits on silicon dioxide with ultraviolet light and then removing the bits that aren't exposed. Soon, the circuits will have to be smaller than the wavelength of the light that creates them. ``It's like painting thin lines with a big brush,'' says Sunlin Chou, senior vice president of technology and manufacturing. $2.5 Billion Plant The solution is to use smaller wavelengths. The catch is that the higher-intensity light burns the quartz lenses that focus the light on the silicon. Chou's staff is working on mirrors that will reflect light onto silicon instead. The mirrors need an 80-layer coating of materials to withstand the heat. Such solutions will cost millions of dollars. Intel's big stumbling block involves getting all of the Wi-Fi circuitry onto the Banias chip -- or onto Banias and one other chip -- and then mass-producing them efficiently. Transistors that process radio signals such as Wi-Fi are larger and tougher to shrink than the circuits that make up microprocessors, making the benefits of Moore's law harder to capture. JMAR anyone? ``We're one of the few companies around that can continue to invest in state-of-the-art manufacturing,'' says Barrett, who spent $4.7 billion on new plants in 2002 and plans to spend as much as $3.9 billion this year. Advanced Micro, by contrast, spent $750 million last year. Fab D1D, the newest at Ronler, will have cost Intel about $2.5 billion once it's completed this year. Ronler's 5,000 workers will be able to walk through three-quarters of a mile of continuous clean rooms, in which there are only 10 dust particles per square foot. quote.bloomberg.com