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Technology Stocks : Kopin Corp. (KOPN) -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (1591)	2/15/2002 3:57:39 AM
From: Johnny Canuck	Read Replies (4) \| Respond to of 1820

Cyber display revs up 7 per Q-Q Cyber displays now in 25 per of all camcorders. 12 mil total industry shipments. Sony has 35 per of market. They make their own display. We want to will the rest of industry. Many display manufacturers have disappeared in last few months. New design wins in Q. New customers in Q. Wireless inventories returning to normal. Cash 104.4 mil vers 65.2 mil in Sept due to debt issue All cap ex done for fabs. Cap Ex 5 to 7 mil for year as result. Guidance: Next Q: rev up single digits. HBT rev flat Q-Q. Double digit growth in cyber display Q2 will write off good will on balance sheet. Accounting change. CNXT 22 per of sales for year , 29 per in Q other companies ???? KOPN HBT in 50 percent of all industry power amp designs. 300,000 display per month capacity reached in last month of Q. This is the break even level. HBT up 39 per Q-Q but way off last years rev. [Harry: Absolute levels actually still pretty low.] Optical market still very weak. Expecting to benefit from next gen wireless transition Q: How are orders for next Q? A: Lineary Q's right now. On track to meet flat HBT sales and up cyber display. Q: New design win announced on Feb 12? When rev? Size? A: Rev now. Shipping now. Multi- million rev expected for the year. Sorry, I don't have time to hear the whole call. I will fill in the details this weekend.