Kopin Corp. (KOPN) Message Board

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Technology Stocks : Kopin Corp. (KOPN)

KOPN 2.385

-2.9%

Dec 26 3:59 PM EST

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To: KevRupert who wrote (1347)	10/24/2000 9:33:32 AM
From: kinkblot	Read Replies (2) of 1820

I think the flat HBT guidance was conservative. Fan said that even with the very high growth rate, the optical networking market was too small a percentage (15%) of total device wafer sales to make much of a difference. True, perhaps, but if sales to Agilent and Mitsubishi and are also growing rapidly, you're up to around one third of sales. That should be more than enough to offset flat sales to Conexant. For Q4, if Conexant is worse than flat, we may need new customers going into production to take up the slack. I'm hoping Fan has something like that in his back pocket. On the conference call, I will be interested to hear how Kopin intends to satisfy the huge demand expected from Samsung. Being capacity constrained is not the worst problem a company can have, but on the other hand, the problem should be addressed as quickly as possible. Customers will not be happy if inadequate allocation from Kopin prevents them from meeting their product sales targets. Will

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