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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (34116)	9/7/2001 10:01:24 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69352

KOPN presentation at Wells Fargo confirming strong Q4 anticipated demand for wireless. KOPN seeing customer that had inventory issues in Q1éQ2 projecting strong Q4 for demand from KOPN. KOPN is the only HBT vendor that sells to other companies. RFMD is the only other HBT manufacturer, all product is internal to their products though. KOPN sells to MOT, ANAD, TQNT, CNXT. Cyber-display will be the growth engine when W-CDMA launches. Expected in 2003 for ramp. 13 to 15 customers. 55 mil in cash. 20 mil in stock from buy out of their equity position in another company earlier in year. Almost no long term debt. Have 20 percent of camcorder market for video displays. ASP's $10.00. Sell to everyone except Sony who make their own. Have an optical program going with NT. Selling a re-generation product. Expect more products to be introduced in Q4. Openning a second HBT factory soon. on24.com