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

To: Falstaff who wrote (7092)	12/2/1998 9:23:00 AM
From: X-Ray Man	Read Replies (1) \| Respond to of 9695

Intel is out of XRL because (IMO) they early on decided that as long as it was tied to synchrotrons, it could not fit into their many-cloned-fab manufacturing model. IBM's centralized facilities and cutting edge technology requirements are much better suited to a synchrotron based solution. EUV is a hope, not a technology, with severe problems. I think SCALPEL has a much better chance of competing. Point-source XRL, if a good commercial tool became available, would perk up the interest of many who have been nominally writing off XRL while dependent on synchrotrons. Point-source XRL could fit well into any existing EUV or e-beam tool fab. Don't be surprised that if a good tool comes to market, that places like Lucent and Intel don't end up ordering one. JMAR is well positioned, but keep in mind they are not the only company working on a point- source XRL tool. In my mind, it will be the company that has the most reliable, lowest maintenance tool that will have a competitive advantage. JMAR's lasers could be an advantage here, but I am concerned about other aspects of the source design. I am also concerned that other's may be better positioned with stepper manu- facturers for putting together the integrated tool. My understanding is JMAR is still prototyping on the old Hampshire/ATT stepper platform. Anyone hear otherwise?