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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (204168)9/28/2004 1:44:15 PM
From: Tenchusatsu  Respond to of 1578250
 
Elroy, OVTI's story is that CMOS is cheaper than CCD, but is further behind the technology curve. So as soon as OVTI can get a 5 megapixel chip to work using CMOS, they eat up share from the CCD chip companies because the CMOS chip is cheaper.

Classic Christensen effect. Thanks for the tip.

Tenchusatsu



To: Elroy who wrote (204168)9/28/2004 3:19:56 PM
From: tejek  Read Replies (1) | Respond to of 1578250
 
But camera phones are the bigger story, at least in the near term.


I haven't followed OVTI closely. Did they warn last quarter like most of the chip companies?

ted


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