Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Kopin Corp. (KOPN) -- Ignore unavailable to you. Want to Upgrade?

To: John J. Riley who wrote (742)	7/13/1999 10:26:00 AM
From: kinkblot	Read Replies (3) \| Respond to of 1820

Sumitomo, EMCORE to manufacture InGaP epi for HBT devices: gaasnet.com More old news (May 18), but I don't believe it's been posted. It's Sumo-timo! They claim to be "the world's leading manufacturer of GaAs and indium phosphide (InP)." Now we'll see how they stack up against Kopin. Some numbers from Strategies Unlimited: ...in 1998 HBT epitaxial wafer shipments were the fastest growing segment of the GaAs epitaxial wafer market. HBT wafer shipments grew 72% over 1997 levels, reaching nearly 400,000 square inches. Re: buyout speculation. The announcement from Sumitomo indicates that HBT is now generating volumes high enough to attract the interest of the big boys. Kopin's HBT business would be attractive to a buyer like this, imo. In some ways, it would have been less complicated than what they're doing with EMCORE. As for the microdisplay business, potential buyers may wait for a shake-out, then look at the winners? They'll pay a higher price for lower risk, I believe. WT