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Strategies & Market Trends : Joe Copia's daytrades/investments and thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jim B who wrote (17932)	7/16/1999 12:28:00 PM
From: Joe Copia	Read Replies (1) \| Respond to of 25711

Some more "stuff" on OGPS. Read carefully and see the potential for this stock. From their web-site omicrontechnologies.com The future for CMOS APS presents a tremendous opportunity. CMOS APS chips promise to transform digital imaging at home, office and the industrial landscape. Consultants at Cahner¹s In-Stat Group, see the imaging chip market, including the products the chips are used in, growing by 60% to $23 billion in 2002, with a 300% increase in the number of products sold. In-Stat research director Mark Kristen says that these estimates are conservative. Numerous existing and new markets will be affected by this revolutionary technology. Video Conferencing PC-based video conferencing will allow businesses to save money by reducing the need for air travel. Anyone with a PC can get in touch with colleagues in a matter of minutes at a fraction of the cost. The internet¹s growth and flourishing graphic-based web sites which require digital imaging open up a rapidly expanding market for semiconductors. The consumer and business demand to embrace multimedia capabilities such as sophisticated, voice, data, image and video signaling will create a significant demand for compact, low cost, low power cameras which captures video and still images. PC-based video conferencing is predicted to see a 70 percent increase in annual sales through 2001. The global market is expected to expand by 40 percent a year to $5 billion by 2001 from $1 billion in 1996. By the year 2000, it is anticipated that at least 25% of all PCs sold will have video conferencing capability; by 2005 virtually every computer will ship with video conferencing capability as standard equipment (as quoted by Technical Insights). With the increase in sales of PC¹s as described in Figure 1, CMOS APS will actively play a large role in distribution and demand, since the cost benefit feature will most certainly be appealing to the average consumer. Figure 1 shows that in one year there was an increase of 4.9 million units in the U.S., 11 million units worldwide, which translates to an increase in revenue of $11 billion worldwide. It is forecasted that worldwide PC sales will increase 14 -16% each year. CMOS APS will be able to capitalize on this trend. Digital Still Cameras Digital still cameras are shaping up as the real driver for the CMOS APS market. Digital cameras are becoming a serious alternative to traditional photography in a number of different environments, including personal, business communications and business/Internet publishing. According to a new research study published by International Data Corporation and Future Image, as desktop systems become more powerful, quality and affordability of inkjet printers will gain prominence together with the steady increase of internet bandwidth—the worldwide digital camera market will grow from $1.2 billion in 1997 to $5 4 billion by 2002 (refer to figure 2). Camcorders With the introduction of APS CMOS, demand for CCD technology will rapidly diminish as consumers are enticed to purchase camcorders and other imaging devices that take advantage of the lower cost and features offered by this new technology.