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Technology Stocks : Kopin Corp. (KOPN)
KOPN 2.860-8.6%Jan 23 9:30 AM EST

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To: Johnny Canuck who wrote (1570)12/31/2001 2:32:45 PM
From: The Ox  Read Replies (1) of 1820
 
Hi Harry - and Happy New Year to all who are reading this.

I've added KOPN based more on fundies than on technical timing. It's very possible that we will see more stock price weakness in this sector, so I can't strongly defend my purchase timing. I have some capital set aside for high risk/reward plays and this is one of the companies that I feel confident with.

I can say that I like KOPN's product mix and the "potential" future for strong sales. I may be a few months early to the table and if we see the stock sink back to the lows we saw in 2001, I will be adding more - assuming there hasn't been a critical change in my "roadmap" for KOPN. I think companies like KOPN have had to look carefully at their business model and they've been forced to become leaner and more frugal. There certainly are difficulties facing the company and the market for their products is very depressed at this time. However, I think that the market may be too critical with respect to KOPN's future and therefore I have added to my position since I expect demand for KOPN's products to be much stronger as we move through 2002 (and beyond).

Other opinions are welcomed and encouraged!!!

mh
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