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Strategies & Market Trends : The New Economy and its Winners
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To: Lizzie Tudor who wrote (30225)9/11/2006 2:14:44 AM
From: Elroy  Read Replies (1) of 57684
 
I don't think OVTI can be connected to the Apple phone story with the guidance they gave. They guided to flat revenues for the October Q. If they were in an Apple phone that should be a 20% bump in revenues by itself unless Apple doesn't expect to sell too many of the phones. I think Apple is pretty sharp on its supply chain, and if OVTI were involved in an Apple consumer product build it would noticeable raise OVTI's revenues. In other words, that rumor aint true.
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