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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: puborectalis who wrote (54487)12/30/1999 6:38:00 PM
From: puborectalis   of 108040
 
KOPN...From ClearStation thread..".not sure why KOPIN is not better known. makes HBT wafers, one of the
essential building blocks of new high-end cellphones. previously was
supply-constrained, but now seems able to almost keep up with demand. also
makes CyberDisplay, a supersmall LCD for digital cameras and digital video
recorders. tons of sales growth; foresee it turning EPS positive and stronger
margins. main customer for HBT wafers is Conexant; customers for LCDs is
Japanese camera makers like JVC. "
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