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Newport Corp. Message Board

jindodog12 4 posts  |  Last Activity: Feb 3, 2016 7:20 PM Member since: Sep 16, 2013
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  • Reply to

    upgrade

    by bot_feeder Feb 3, 2016 2:54 PM
    jindodog12 jindodog12 Feb 3, 2016 7:20 PM Flag

    Needham has been issuing positive reports on ESIO for past couple years (if not upgrades). They were obviously way too early. But ESIO could finally be in a whole new product cycle now. You own it? I think I even show a profit in it after today.

  • Reply to

    Barron's pop .......

    by garp_seeker Feb 1, 2016 10:29 AM
    jindodog12 jindodog12 Feb 1, 2016 1:18 PM Flag

    Been adding to NVGS. But have always liked Merl Witmer. It was a pleasant surprise to read her comments on NVGS.

  • Reply to

    Cratering

    by shrewd_curmudgeon Dec 20, 2015 1:53 AM
    jindodog12 jindodog12 Jan 20, 2016 6:21 PM Flag

    shrewd, I'm curious why you have such a negative view on XCOM. It's a micro venture-stage company with just three months of trading in a very rough market. Strong volatility on downside is not any big surprise at this point. Some might even consider this a rather nice opportunity. The fact that they chose to go public does not mean management wants to "sell it off". In fact, from what I read, they don't intend to take out any of the proceeds (I'm not including salaries). This is pretty interesting technology. They might have something very significant here.

  • Reply to

    Why this bad stock performance?

    by hoerlsson Nov 26, 2015 2:47 AM
    jindodog12 jindodog12 Dec 14, 2015 12:16 PM Flag

    Hi haschultz. Happy Monday. I'm sure you have golf on the schedule today!

    Curious how you arrive at KOPN as the best idea for the optical end of this soon-to-explode sector. Your KOPN event list above doesn't seem all that persuasive. Of course you mention HIMX and indeed they may have the undisputed lead in creating the optics for VR & AR. But why do you think that KOPN has any more of an inside track than EMAN or MVIS?

    None of these display companies's shares have done well over the past year. They are all losing money. They all seem breathlessly on the cusp of some incredible deal with a big player. And as best I understand it, KOPN has been losing share to EMAN in getting military contracts which is the bread and butter for these guys (not HIMX) until something happens in gaming.

    [As an aside, I had lunch yesterday with a noted analyst who said that the best stock to lever the whole VR/AR revolution is actually NVDA. Their stock price seems to sniff that.]

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