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To: DlphcOracl who wrote (31780)8/10/2000 5:38:49 PM
From: rowrowrow  Read Replies (1) | Respond to of 57584
 
KOPN - Radio Wallstreet Analyst Interview held today

An RB poster created a summary:

ragingbull.altavista.com



To: DlphcOracl who wrote (31780)8/10/2000 8:48:18 PM
From: Wendisman  Read Replies (2) | Respond to of 57584
 
DO....on KOPN....
In reading through the Radio Wallstreet transcript, I can't help but believe we have a gem here. Yes, it is one person's opinion (Tjernstrom), but couple that with Loest and you have the rumblings of coverage/exposure in a very positive way.
With Tjernstrom, his $48 target is admittedly conservative....he can't really identify the extent of the revenue streams KOPN can capture.
I was fortunate enough to buy an excessive position (more % of the portfolio than normally "comfortable")at 19 1/4 and 19 1/2 when KLIC brought the semiconductor sector down last week. Unless we get market meltdown, I expect that those shares will find a comfortable home in my sock drawer (next to my other core stocks).
For now, I think the pullback to 24 is likely, and welcomed, for consolidation over the next couple of weeks.
Hopefully, you were able to grab a good core position as well.

Wes



To: DlphcOracl who wrote (31780)8/11/2000 8:58:56 AM
From: MichiganBrew  Read Replies (1) | Respond to of 57584
 
DO,

Long time lurker and occasional poster.

I agree that KOPN is a very fast growing company. My concern is that HBT sales in the 3q is expected to be flat. Do to fact that HBT sale accounted for 19m of 24m in revenue for last quarter, do you feel that the stock price may remain stagnant in the short term?

Thanks to you and all others on this board for the fantastic dd you provide for myself and thousands of other lurkers.

kt