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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (1528)6/18/2005 9:09:26 PM
From: Eric L  Read Replies (1) | Respond to of 2955
 
OmniVision OTVI Clouds ....

1. SEQ inquiry into OVTI's restatements of earnings based on revenue recognition policies.

ovt.com

2. Three CFO's in one year.

3. Large inventory build in CQ1

4. Is new customer Nokia who has moved quickly from VGA and 1mp to 1.3mp and 2mp?

ovt.com

5. Diminishing ASPs in a highly competitive market.

6. Product transition.

Positives:

* Lots

- Eric -