Kopin's CC was remarkable in an unexpected way. The report itself was unremarkable. The projections were, per usual, seemingly hyperbolic. $100 Million fro Armor here and 100,000 headsets there, FWS-I shipping, got a shot at C&S. F-35 out to 2035. The usual bluster was in place. But the response of the Analysts was IMO remarkable. "You got a guy on the Board for Patents. 300 patents, how many will be in play in the next, 3 months, 6 months, nine months? When will they be monetized?" "Audience wants to know about the Tier1s you are working with?" "Are you coming with better designs?" Honestly, I was feeling sorry for CC. It was, if you listen, brutal. I think they got him on the record and if none of things come to pass or close to it, it sounded, as if there will be hell to pay. Thought the focus on the Military, Zeeller tipped it off when he spun military business booming yesterday was very odd. I believe knowing these Analyst were solely interested in the Consumer Market they focused elsewhere. The strange way Fan started with the helmets. Odd. Look at their Military business in the report. Scant. The seat is getting hot at K's HQ. I listened to and I read it and that's my take. Anybody else got one?
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