Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : OmniVision Technologies (OVTI) -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (839)	12/8/2004 10:35:03 AM
From: Taro	Read Replies (1) \| Respond to of 2273

it sure is quiet on this thread when OVTI is slowly drooping off... Taro

To: slacker711 who wrote (839)	12/23/2004 9:56:14 AM
From: slacker711	Read Replies (2) \| Respond to 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