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Strategies & Market Trends : Rande Is . . . HOME

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To: DlphcOracl who wrote (31780)	8/10/2000 8:48:18 PM
From: Wendisman	Read Replies (2) of 57584

DO....on KOPN.... In reading through the Radio Wallstreet transcript, I can't help but believe we have a gem here. Yes, it is one person's opinion (Tjernstrom), but couple that with Loest and you have the rumblings of coverage/exposure in a very positive way. With Tjernstrom, his $48 target is admittedly conservative....he can't really identify the extent of the revenue streams KOPN can capture. I was fortunate enough to buy an excessive position (more % of the portfolio than normally "comfortable")at 19 1/4 and 19 1/2 when KLIC brought the semiconductor sector down last week. Unless we get market meltdown, I expect that those shares will find a comfortable home in my sock drawer (next to my other core stocks). For now, I think the pullback to 24 is likely, and welcomed, for consolidation over the next couple of weeks. Hopefully, you were able to grab a good core position as well. Wes

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