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To: Bilberry who wrote (14484)6/18/1998 8:44:00 PM
From: Andrew Vance  Read Replies (2) | Respond to of 17305
 
*AV*--thanks for the input and the links. I will gladly revisit this situation on JMAR. I just want you to know that I have not been a positive proponent of this company from the first time it was brought to my attention. I gave my reasons, most of which being that it was not going to be one of the top tier players in the industry. My preferences were for the other players in this game.

I have not changed my mind but I always have an open mind and am willing to adjust my opinion based on new information, new direction, and a shift in the market mentality. Given that the next big push in the DD sector will be GMR (more advanced MR) technology, it is worth a second look.

They do have an impressive list of companies they deal with and there is a chance they could get off the ground in 3-6 quarters. That is why I am willing to go back and re-evaluate JMAR. I think they might be dead for the next few quarters along with the rest of this sector.

I have nothing negative to say about JMAR and I do not think I ever stated anything negative about JMAR in the past. It has always been a matter of priorities and choices where I beleived I had better opportunities for investments than with JMAR.

With the entire sector beaten bloody, it is worth looking at the fundamentals, technicals, and price possibilities of JMAR and a few others in order to re-evaluate where it might be a stock whose time has come.

I will look back at this company as I hope you might use the search engine to review some of my previous comments for your own information. I think the Alta Vista search engine might be able to bring up all SI posts made on Stock Swap and Genral Lithography using both my name and JMAR. I look forward to comparing notes with you.

Andrew