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: slacker711 who wrote (839)	12/23/2004 9:56:14 AM
From: slacker711	Read Replies (2) of 2273

Micron conference call notes...overall, sounded pretty positive for Omnivision (particularly the comment about lack of pricing pressure. micron.com - Two highest volumes are the VGA and 1 megapixel sensors for mobile phones. There was a little bit of pricing pressure in VGA but generally pricing was flat. - 10 to 15% QoQ growth in units over the next couple quarters. - Revenue from image sensors hit a new high. - Camera phone market will roughly be split between VGA and 1 megapixel (with a small amount of 2 megapixel) during '05. They will have 1, 2, and 3 megapixel sensors shipping in volume during '05. They estimate 300 million camera phones in '05. - They see the automotive market developing in '06. Slacker

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