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

To: Johnny Canuck who wrote (36828)	4/24/2002 12:23:58 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68166

Not a bad call for KOPN so far. DSO 40 days. Expecting double digit growth in HBT and Cyberdisplay next Q. 2 new customers for cyberdisplay. NKE and Hitachi. Expect new handsets to drive demand for HBT and cyberdisplay. Now in 30 percent of all camcorders. Cash flow positive this Q. Cash 104.8 mil up from 104.4 last Q. Most displays for camcorders monochrome Depreciation 3 mil. Market share: think we gained market share, have kept all old, add new, gaining share within old customers too 86 per 4 inch, 14 percent 6 inch. $9.50 for ASP cyberdisplay $5 mil in cap ex for the year In 35 space, some competitors going away according to analyst Don't get exact data on HBT sales. Most new customers InGaP. Better linearity and thermal properties. No new new Out GaP customers. CDMA 1X used a lot more now. Don't know ratio of CMDA/GPRS. Also seeing wireless LAN applications. Improve GM due to volume in cyberdisplay. Also some benefit from reduced wafer cost SG&A down in Q due to reduced patent cost due to R&D last year InGaP 30 percent Out GaP 66 percent, other CNXT largest customer, Out GaP customer Expect non-camcorder cyberdisplay wins this year, military and industrial Expect 2.5 and 3G production model phones later this year Gain HBT not officially intro as product yet, expect intro late this year, early next year GaAs wafer levels slightly lower than in Q4, orders for us back to normal levels 3/4 mil for cap ex in Q reuqired break even rev for EPS is 18 to 20 mil 35 business almost all wireless Optical buisness not zero but not significant Not aware of competitors in HBT, leading field right now have a technology advantage, 5 to 15 percent efficiency in power, lower voltage (3/10 volts), better linearity, temperature stablity better, still in development Gain HBT can be used for base stations and optical. Some people evaluating right now. HBT mostly wireless. A and NT testing and optical customers. Seeing some active in Q1 for olde customers. SONY has 35 percent market share for camcorders. RFMD uses out GaP. Still trying to win customers from them. No result to announce to date.