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Technology Stocks : Kopin Corp. (KOPN)
KOPN 2.325+2.2%3:59 PM EST

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To: John Finley who wrote (758)7/24/1999 2:02:00 PM
From: kinkblot  Read Replies (2) of 1820
 
Not yet, John. Waiting for a pullback to $16. <g>

Actually, if I do get back in this area, I will probably substitute SOITEC for KOPN. I'd rather invest in a 'key' technology. That one isn't a great value either - a significant drop would just take it from wildly to moderately overvalued.

On the wafer side, GaAs is riding high now, but I just don't believe it can stay aloft. And even with HBT, the wafers are still halfway to being a commodity. Over the long run, Kopin doesn't have the muscle to compete in a commodity business. The Hindenberg looked good too, for a while.

Perhaps I'm being too pessimistic...

WT
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