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Technology Stocks : White light from LED -- Ignore unavailable to you. Want to Upgrade?

To: kinkblot who wrote (512)	2/17/2003 8:30:59 PM
From: John Finley	Respond to of 565

It's easier to know what will happen 10 years from now than 2," said Mr. Durgin of Dialight. <gg> Guess a few folks got caught by that... Thanks for the link Will. Ol' Kope "back" in the swing of things. JF

To: kinkblot who wrote (512)	4/26/2003 4:03:48 PM
From: kinkblot	Read Replies (1) \| Respond to of 565

Nice quip by John Fan. 1:28:30 - 1:30:15 Question on CyberLite pricing from Adams, Harkness & Hill analyst Fan discusses two tier pricing structure of the blue LED market. He says Tier One includes e.g. Nichia, Cree and now, Kopin. JF: "See, it is not monolothic, the LED blue is not monolithic: there's a wavelength there, there's a voltage there, there's an ESD for certain applications, and assumed requirements of quality that, I think, a lot of people do not understand. I think, there's a lot of noise in the market right now, say "oh yeah, some Asian companies bought a lot of reactors and therefore the market will tank." It's not so simple, otherwise, no scientists or engineers are required in the world." Analyst: "Mm hmm, OK, thank you." Right, trying to explain the difference between innovation and copying to some guy who just wants a number to plug into his spreadsheet. He might as well be talking to a chimp. There had better be a difference, otherwise there will be a massive transfer of wealth out of this country. The quote about 100 million chips in a golf ball from the New York Times article is later brought up by another analyst; Fan says he was learning to play golf when he gave that interview, but he sticks with the number as "a very good goal for us" for this year. corporate-ir.net