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

To: tinkershaw who wrote (1540)	6/20/2005 10:56:59 AM
From: alanrs	Read Replies (2) \| Respond to of 2955

From the OVTI board: (posted by Elroy) >I read the Jeffries report and posted on it on Yahoo a second ago. ------------------------------------------------- his reasons are as follows: 1- He says channel checks indicate technical delays continue to plague OVTI's 2 megapixel chip, and they even stopped production. Thus lowering revenue/EPS numbers for 2005. * my view - as far as I know, OVTI has not announced a single customer for this chip. seems premature as 2005 will be driven more by 1.3 megapixel and VGA. 2- He says NOK is not buying OVTI's 1.3 mpixel chip; rather, one of NOK's ODM's is buying it. * my view - so? As long as OVTI is selling it, why do we care? 3- And that's it! His third point says points 1&2 mean lower revenues and EPS for 2005. Then he also says OVTI is losing share at MOT and NOK (how can they be losing share at NOK??). This Jefferies report is complete crap, unless someone inside tipped this guy off. It's a bizarre report to put out 2 days before the conference call unless he has inside info. I don't see the 2 megapixel chip being significant for any of the sensor companies for awhile. 2 megapixel phones are barely in the market, if at all. I think they have been announced for Q4 release, but are nowhere hear available yet.< (This part is mine) I bought another 100 shares this AM. We'll see in a couple of days. (And yes, from the info above it's clear my memory is going. Omnipixel, megapixel, 1.3 pixel. No way in hell I keep all that straight.) ARS