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To: maverick61 who wrote (30227)7/23/2000 11:05:12 PM
From: WhatsUpWithThat  Respond to of 57584
 
Thanks, maverick. I, too, looked but could see no reason. Big blocks on the way out, though; doesn't that mean someone else institutional is happy enough to buy in at this price? Can never figure these things out. <sigh> Best I could figure is what you did: they're hit as a secondary effect from someone who says biz is weak. However, overall they seem to have a good business and are they really tied that tightly to one or two big customers? Going to have to snoop around some.

Missed your rec on it in the low 30's, but it had caught my eye and I just never seemed to bring myself to do anything about it. Now I really am watching it for a safe entry.

WUWT



To: maverick61 who wrote (30227)7/23/2000 11:30:01 PM
From: DlphcOracl  Read Replies (1) | Respond to of 57584
 
maverick61: Along the lines of your post, here's a stock that I think is worth a serious look.

Kopin (KOPN): KOPN is a developer and manufacturer of advanced semiconductor materials (advanced gallium arsenide device wafers) used in wireless communications and high resolution portable products. It also makes high resolution miniature flat-panel displays used for wireless communications and digital imaging applications. Their new microminiature displays are in three of the four largest video camera makers in the world and they will make the miniature flat-panels display screens used in portable wireless Internet appliances.

After reporting stellar earnings, they were whacked last week in sympathy with Conexant (CNXT); since CNXT is their largest customer and CNXT reported decreasing revenues, an analyst downgraded KOPN. The sell-off seems very overdone, particularly since KOPN has a wide range of customers.

KOPN is a holding of Kevin Landis in his Firsthand Innovators Fund and is a recent purchase of Robert Loest of the IPS New Frontier and Millennium Funds. For those of you who watch Maria Bartiromo's weekly round-up and stock picks for the upcoming week (Friday 6-6:30PM, CST), Robert Loest is one of the regulars, with very astute picks.

KOPN finished the week at 23 3/8, down 50% over the past two weeks. It looks like a screaming buy at this level. As always, due your own due diligence, but this looks like a small-cap stock in the sweet spot of the wireless internet that is very undervalued at this level.



To: maverick61 who wrote (30227)7/24/2000 9:12:37 AM
From: WhatsUpWithThat  Read Replies (1) | Respond to of 57584
 
ACTM:

theStreet.com reports that one of ACTM's big clients, Efficient Networks, has loaned it $50million cash as an advance for acquiring component inventory to build out Efficient's orders. Highly unusual, and obviously a red flag for someone big...

WUWT