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

To: Eric L who wrote (38173)	1/21/2001 10:08:46 PM
From: voop	Respond to of 54805

Can you evaluate the significance of this in sort of laymans language? and in case you missed this Message 15147739 CSFB take on your question Message 15204943 CSFB reports on KOPN ______________ Kopin Corp. (KOPN-$13.8-Cap $0.9B-Buy) A Late Christmas for KOPN: Two Breakthroughs in Communications Technologies FY00E: $0.20, FY01E: $0.30 · During the month of January, KOPN announced two key breakthroughs in communications technologies: (1) carbon-doped indium phosphide (InP) based heterojunction bipolar transistors (HBT) on January 9, and (2) nitrogen-dope indium gallium phosphide (InGaP/GaInAsN) HBTs on January 18. · Carbon-doped InP is significant because it is what we believe to be the key enabling technology for optical networks running at OC-768 speeds. It is also a potential solution for the very low power requirements of 3G handsets. Many communications companies and OEMs are banking on ramping InP based circuits, and we believe the large majority will be using KOPN’s InP wafers. · Nitrogen-dope InGaP is potentially an even bigger breakthrough. Because of the lower operative voltages achievable by this technology, component manufacturers may be able to go with a cheaper nitrogen-doped InGaP processes instead of a more expensive InP process for 3G phones and low-voltage, high frequency communications components. · Clearly, KOPN has shown once again that it is a business savvy technology leader with the brain power to develop key next generation technologies faster and better than any of its competitors. And while the handset market is clearly in a digestion period, we believe investors with a long-term horizon should be buyers of KOPN. We reiterate our BUY rating and $20 price target. Dr Fan was clearly excited about his acqusition of Super-Epitaxial just before the CC last quarter (http://www.siliconinvestor.com/research/story.gsp?id=968838&s=KOPN), so excited in fact his broken English seemed at time shattered. I am pleasantly surprised that they are able to come to market with these products so quickly as a result of the acquisition. Clearly there are large chasms to cross for GGers Yo da local Kopin Maiven.(sic?) Quit calling me names!