SI
SI
discoversearch

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: kinkblot who wrote (1111)2/12/2000 1:48:00 PM
From: kinkblot  Read Replies (1) | Respond to of 1820
 
Making money, the easy way.

In yesterday's IBD "New America" profile of Kopin (page A9), some words were used in a way that might be misinterpreted by some investors. For example, one should understand that when Fan says Kopin "makes 40 to 80 cents per phone" on its HBT wafers, he's talking about revenues, not earnings.

From Conexant's earnings report for the quarter ended 12/31/99:

During the quarter, the Wireless Communications Division shipped more than 15 million digital cellular power amplifiers for code-division multiple access (CDMA) and global system for mobile communications (GSM) handsets.

Call it 40 cents revenue per phone that Kopin makes. That would correspond to about 6 million worth of business from Conexant in the latest quarter, which looks about right.

Likewise when "Fan says Kopin can make $15-$20 each on providing flat-panel displays on [future] phones." This projected revenue per display is higher than for the JVC camcorder viewfinder and other applications that require just the panel without the module.

WT