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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: MulhollandDrive who wrote (21000)	3/22/2000 12:26:00 PM
From: HowardRoarke	Read Replies (2) of 54805

<<Have you seen that IBM commercial where the guy is wearing a personal computer and he's sitting on a park bench screaming, "Scroll up, Scroll up! Sell!"...I think that is XYBR, btw. >> And could that eyepiece display be KOPN? kopin.com stolen from FATBOY's MVIS post... <<More interesting to me was the discussion about the $35 price point for cell phones.(Now how much does QCOM take in per phone?) I thought about this number and am concluding that is a very realistic entry point (of course we have no idea of the current production cost). For those not aware of MVIS's technology it projects an image onto the eye that effectively creates a large virtual display (equivalent to 20" plus diagonal screens). That should make reading email from your cell phone practical! >> John Fan of Kopin talks about $15-20 revenue goal per cyberdisplay; sounds like in competition w/ MVIS. siliconinvestor.com

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