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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: voop who wrote (19840)3/20/2000 6:59:00 PM
From: Apollo  Read Replies (1) of 54805
 
Kopin....

Voop, thanx so much for your excellent report on Kopin, which you published March 11th, G&K post #19842.

Just now read my printed copy.
So I like the notion of high resolution CyberDisplays, which will be an incredibly important ingredient for so many electronic digital devices.

What is the likelihood of this becoming a standard around which the industry forms a value chain for Kopin? I know there is competition, but what is the probability of Kopin's product becoming THE Standard?

BTW, I see Kopin is on sale today at $76/share, but still touts a P/E of 4000. <G> Yeah, I know, these are old economy valuations, but interesting nevertheless.

Please, please keep us advised.

Also, it would be interesting to hear James Sinclair's take on the CyberDisplay segments, since he did a nice job last year of discussing flat panel displays. You might post your Hunt report to him and see what he might have to add.

Best to you,
stan
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