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To: Dale Baker who wrote (14534)1/14/2000 9:55:00 AM
From: Norm DemersRead Replies (1) | Respond to of 118717
 
KOPN. Looked at them at 18 and passed it up. Big mistake. they lic. the plasma display tech. to phillips for flat panel TV's . Excellent stuff.



To: Dale Baker who wrote (14534)1/14/2000 10:50:00 AM
From: GeoDudeRespond to of 118717
 
KOPN: Great technology in a real growth area: wireless. Their display panel is harder to figure out since for things like that esthetics have as much importance as useability (consumer market).

Looking at the wafer production projects: big time expansion and I doubt they install these without assured markets. This is the release that tweaked my interest even at this price: biz.yahoo.com

These transistors are irreplaceable in HF stuff like wireless (900MHz to GHz ranges).

Growth of HBTs is 40+%/year AND should increase as the expansion is added. Expect giant Q4 numbers to come out. And they will be profitable in 2000.

Still at 40X revenue, expensive stock. But if you believe in wireless, a must-have stock for the LONG term. No 50%-in-a-day puppy.

Buyer Beware,

LIA