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


To: kinkblot who wrote (1117)2/26/2000 2:43:00 PM
From: kinkblot  Read Replies (2) | Respond to of 1820
 
KOPN, from close 31-Dec-99 thru 25-Feb-00:

close 31-Dec-99 42.00
close 25-Feb-00 77.50

gain total 35.50
gain on opening gaps 38.92 or 110% of total !
gain during market hours -3.42 or -10% of total


The opening 'action' is generally a measure of what the more emotional, less sophisticated investors are doing. Mostly, they're doing very well.

WT



To: kinkblot who wrote (1117)5/2/2001 1:31:34 PM
From: kinkblot  Read Replies (1) | Respond to of 1820
 
Kopin to supply Alpha (announced yesterday)

Just last year, Alpha acquired gallium arsenide foundry Network Device, Inc. for about $160 million in stock. NDI was a recent startup and had only been taking orders since February 1999. A major reason for the acquisition was that NDI's fab supported HBT process technology. See the press releases 25-Apr-2000, 11-Feb-2000 and 22-Feb-1999:

corporate-ir.net

From the 25-Apr-2000 press release:

Network Device, with its manufacturing capacity and advanced process capabilities, is an integral part of our strategy to expand Alpha's share of the wireless market. The company brings to Alpha a production-ready GaAs InGaP HBT process, enabling the production of high efficiency HBT power amplifiers for wireless telephone handsets.

NDI is currently at 4" wafers for InGaP, though on Alpha's conference call yesterday they said 6" should be available by the latter part of this year. There must be a reason for the shift to Kopin from in-house. Kopin delivers "high-performance HBT transistor wafer production that is reliable, consistent and highly scalable," as John Fan puts it. It's all in the name: ko-pin. Perhaps Alpha has concluded that outsourcing the epi is the quickest and most cost-effective route to expansion of their HBT programs. Working with Kopin also ensures them access to next-generation HBT materials and processes.

WT