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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: voop who wrote (25086)	5/20/2000 3:51:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Voop, << Kopin for those still interested >> Thanks, and yes, still interested (still have not plunged ... but I notice that Kopin is 4th from the top of my watch list in YTD performance at +51%). It is certainly holding up well in the current market. That was a good article. Interesting comment: "Wall Street can't seem to get enough of KOPIN" I still remain interested in the "CyberDisplay side (Internet Appliances and Smart Card, potential applications beyond cameras and camcorders, and so was interested in these comments: Recently, KOPIN introduced a tiny, 0.25-inch diagonal flat-panel display it calls the CyberDisplay with broad potential for the consumer electronics industry. Two of the world's largest camcorder manufacturers, VICTOR CO. OF JAPAN (VJAPY), maker of the JVC brand, and MATSUSHITA ELECTRIC INDUSTRIAL (MATSF), which makes the Panasonic brand, are using KOPIN's CyberDisplay and: ... the biggest risk the company faces is in the execution of its expansion plans, especially in its CyberDisplay business. "In the gallium arsenide business, each new [production] machine is added in modular fashion, and you get an incremental increase in capacity," Mr. Sneider says. "In the case of our CyberDisplay product we've got a production line, and the whole line has to work in synch. The strategy there is to establish a fixed-cost, high-volume production model, which means we have to execute on two fronts; we need to get design wins, and we need to get the automation right." Shortly I'll be back to reviewing your excellent Project Hunt" report. - Eric -