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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: DaiTN who wrote (1630)7/29/2002 4:01:55 PM
From: Johnny Canuck  Read Replies (1) of 1820
 
Everyone is still cautious about the handset power amplifier business. Just look at the charts for NOK, RFMD. QCOM and ERICY. Most of the drag is the III-V business. It was also the growth engine. Indications are that handset growth will be lower this year than anticipated (400,000 versus 425,000). Problems with WCOM and AWE indicate they will be less incentives to attract new customers. Note that each new customer typically cost the carrier money for the first few years (subsidized handsets and connection fees).

That said there is lots of promise in the company, but it is a small cap and is below the radar and price level that would typically interest institutions.

The blue diode business is a real positive. It would put it in the same segment as CREE. The bigger segment leaders have to recovery first before KOPN will move. It is considered a second tier stock.
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