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Strategies & Market Trends : Rande Is . . . HOME
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To: maverick61 who wrote (30227)7/23/2000 11:30:01 PM
From: DlphcOracl  Read Replies (1) of 57584
 
maverick61: Along the lines of your post, here's a stock that I think is worth a serious look.

Kopin (KOPN): KOPN is a developer and manufacturer of advanced semiconductor materials (advanced gallium arsenide device wafers) used in wireless communications and high resolution portable products. It also makes high resolution miniature flat-panel displays used for wireless communications and digital imaging applications. Their new microminiature displays are in three of the four largest video camera makers in the world and they will make the miniature flat-panels display screens used in portable wireless Internet appliances.

After reporting stellar earnings, they were whacked last week in sympathy with Conexant (CNXT); since CNXT is their largest customer and CNXT reported decreasing revenues, an analyst downgraded KOPN. The sell-off seems very overdone, particularly since KOPN has a wide range of customers.

KOPN is a holding of Kevin Landis in his Firsthand Innovators Fund and is a recent purchase of Robert Loest of the IPS New Frontier and Millennium Funds. For those of you who watch Maria Bartiromo's weekly round-up and stock picks for the upcoming week (Friday 6-6:30PM, CST), Robert Loest is one of the regulars, with very astute picks.

KOPN finished the week at 23 3/8, down 50% over the past two weeks. It looks like a screaming buy at this level. As always, due your own due diligence, but this looks like a small-cap stock in the sweet spot of the wireless internet that is very undervalued at this level.
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