OmniVision Technologies (OVTI) Message Board

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Technology Stocks : OmniVision Technologies (OVTI)

OVTI 29.38

0.0%

Jan 29 4:00 PM EST

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To: brian h who wrote (2240)	3/23/2011 7:26:19 AM
From: Taro	of 2273

With 35kk a month shipped, I guess the majority of it is OVTI. No clue at what margin, though. Most likely not much over 30-35% is my guess. Very possible that Apple has their own wafer lot volume agreement with TSMC and thus pretty much controls the margin they'd allow OVTI to make on their business. /Taro

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