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 Finley who wrote (888)	11/4/1999 1:39:00 PM
From: John J. Riley	Read Replies (1) \| Respond to of 1820

No nothing about AXTI. John, what is you take on WAVX these days? Looks like price and volume and are both going up.

To: John Finley who wrote (888)	11/4/1999 3:43:00 PM
From: kinkblot	Read Replies (1) \| Respond to of 1820

John, I'm staying mostly in cash until the market is less manic, more depressive. Then I'll look for some screaming bargains. AXTI is one of the few tech stocks even close to that. If I had to buy something I would consider it, but I've been selling here, not buying. If the market continues higher I'll miss out on some gains. So be it, I've had a very good year. It would've been a great one if I'd just held my portfolio from January 1 (including KOPN). I'm a little concerned that AXTI just bought the Lyte Optronics business in the second quarter, and now we hear about quality problems in the first full quarter. Maybe the problems are ongoing ones that somehow weren't detected when AXTI did their due diligence. The Ge wafer business with Hughes doesn't look like a high-growth niche, but that business was only about 3/22 of revenues before shipments were reduced. If growth stays strong in GaAs and InP wafers, higher revenues there will probably overwhelm the temporary glitch by some time next year. I haven't had time to compare their VGF to other crystal growth methods. WT