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


To: The Ox who wrote (1633)10/30/2002 11:59:11 AM
From: kinkblot  Respond to of 1820
 
Last Q in Skyworks CC Q&A (~01:28)

Q: Just in terms of the supply chain for your InGaP wafers: Do you have a second source other than Kopin, and if not, if you had to switch, could you do that seamlessly without much interruption to your supply?

A (PV): Boy, I'm glad you asked that question, because we have concluded our annual negotiation, or our buy, with Kopin and we think it was succesful for both parties. We have qualified a second source of supply and as I mentioned earlier, it's simply the right thing to do - our customers want to see it - we need to have multiple sources of supply for critical components, of which these substrates are one. Having said that, we have a long history and relationship with Kopin. They've got a great product. We're happy to say, we're going to continue to buy from them for the long term.

corporate-ir.net

[thanks to 'pom_pom_patty' on the Yahoo! board]

09/30/02 press release on so-called second source:
corporate-ir.net



To: The Ox who wrote (1633)11/8/2002 1:28:21 PM
From: Johnny Canuck  Respond to of 1820
 
Kopin (KOPN) 4.71 +0.12: In morning note, Adams Harkness initiated with a Buy rating and price target of $7. Firm notes that, by establishing itself as a technological innovator, KOPN has become the leading supplier of AlGaAs and InGaP HBT wafers for wireless handset market and controls roughly 30% market share; by leveraging its wafer engineering expertise, company's CyberDisplay products have been able to penetrate the high-growth consumer electronic market with its miniature flat panel active matrix liquid crystal display. Firm thinks KOPN deserves a market-leading valuation for its CyberDisplay and CyberLite businesses similar to RF Micro Devices for its III-V business and Cree.