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

To: John J. Riley who wrote (446)	7/14/1998 6:12:00 PM
From: Raymond T. Teruay	Read Replies (1) \| Respond to of 1820

John: You wrote: I believe That Kopin's business called for this type of scenario from day one. That being getting big companies on board to do all the marketing and most of the production and assembly. Not a surprise to me. .......................... I thought so too, but with a slightly different, and perhaps short-sighted, impression: That the big companies interested in using CyberDisplay would work directly with Kopin. I did not realize the possibility that one company such as MOT could work with KOPN to develop something like the VV module, then market such a product to anyone--including competitors. If MOT's product is the best and continues to be the best through continuous improvements, and is and continues to be the cheapest because of volume production, then MOT's competitors should buy the product--a product that becomes an effective standard (something like "Intel inside"). Incidentally, is FujiFilm Microdevices Co., Ltd./Kopin's joint effort an alternative to MOT's product? "In addition to digital still and video cameras and camcorders, an OEM could use the CyberDisplay and MD 2901 (which is a generic frame buffer display controller with embedded DRAM) as the display and display controller for other consumer electronics such as cellular phones, smart card readers, portable games, and other devices requiring a high resolution, small format display." (http://biz.yahoo.com/bw/980515/kopin_1.html) The potential for CyberDisplay is very difficult to define because something like Bluetooth will, I believe, begin a trend towards NON-TRADITIONAL DESIGNS that will allow the small form flat-panel display to be APART FROM, YET WIRELESSLY CONNECTED TO, other components that were part of a traditional design. And if traditional designs can be broken up into their component parts, won't there also be opportunities to CONSOLIDATE duplicate functions and to INTEGRATE decision-making information and controls over MANY INSTRUMENTS, into a single wireless small-form (possibly eye-glass) display? Because both Bluetooth and CyberDisplay make possible communications WITHOUT BEING IN THE LINE OF SIGHT, they could be built into products that help people coordinate MANY other PEOPLE in performing a critical DYNAMIC task or activity when not everyone can see what everyone else is doing or how the situation is actually evolving. The results should be greater group effectiveness in responding to dynamic challenges, with reduced risk, and over time, an increased confidence in coping with surprising, confusing, and chaotic situations. Just my speculative guess.