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


To: brent gephart who wrote (7106)12/3/1998 11:30:00 AM
From: Anaxagoras  Respond to of 9695
 
<<IBM is Jmar's biggest customer....>>

Correct.

From the 10K:
<<For fiscal years 1997, 1996 and 1995, the United States Government accounted for approximately 10%, 9% and 15%, respectively, of total sales. Foreign sales accounted for 42%, 21% and 15% of the Company's revenues in 1997, 1996 and 1995, respectively. In 1997, IBM accounted for 38.6% of JMAR's revenues. In 1996, three customers each accounted for in excess of 10% of JMAR's revenues: IBM (29.5%), Medtronic (12.1%) and Therma-Wave (10.7%). In 1995, four customers each accounted for in excess of 10% of JMAR's revenues: Therma-Wave
(16.4%), IBM (15.8%), Seagate Technology (11.3%) and Magnecomp(11.0%).>>


BTW, presumably we can extrapolate from this that the revenues they get for their XRL stuff is the govt. DARPA component.

Anaxagoras



To: brent gephart who wrote (7106)12/3/1998 12:21:00 PM
From: Ginko  Read Replies (2) | Respond to of 9695
 
Brent - I understand you loud and clear.

My point is that these DD manufacturers - Seagate, Western Digital, et al, are performing well lately - many reaching 52 week highs. JMAR "should" be moving in tangent with them if so much of their revenue is tied to inspection stations. I don't think the message is been broadcast clearly from their PR firm.