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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Pink who wrote (16996)	9/2/2002 12:07:31 PM
From: Graeme Smith	Read Replies (1) \| Respond to of 18998

Mr Pink, Can you give your thoughts behind OVTI? The reason I ask is that I live in Europe and there is a big desire by Nokia, mobile operators etc. to start pushing camera phones over here to justify the 3G networks. A lot of people seem excited at the idea even if it is only a gimmick. Can't say that it will definately take off but my current feel is it well could. OVTI are not unprofitable and with an EnterpriseValue/Sales ratio of 3 they are expensive but not ludicrously so. Thanks, Graeme