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

To: alanrs who wrote (1541)	6/20/2005 11:03:58 AM
From: Elroy	Respond to of 2955

The Jeffries reports appears to be complete crap. He talks about OVTI in 1.3 megapixel about how they may have finally resolved their problems and caught up with the other sensor providers, but its my understanding that OVTI is ahead of the CMOS sensor vendors in terms of product mix. Wish I could debate that clown on CNBC....

To: alanrs who wrote (1541)	6/20/2005 11:43:54 AM
From: Eric L	Read Replies (1) \| Respond to of 2955

2 Megapixel Camera Phones ARS, << 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. >> Sharp is shipping them in 3GSMland now. Nokia is hitting the streets big time with 2 megapixel starting this quarter and they are capable of ramping faster than any other manufacturer and will be involved in heavy marketing campaigns with their 6 new 2 megapixel products. All 3 of the new N-Series UMTS (WEDGE) phones are 2 megapixel as are the 3 newly released QVGA display sliders: the 6280 UMTS (WEDGE), the Quad-band 6270 (EDGE), and the 6265 1xRTT slider. All will be shipping this year. The N90 with Carl Zeiss lens 1st to ship this quarter followed by the N70 Q3 and the N91 with WiFi, and the 3 new sliders all by Q4. There are several potential big sellers in that group. Expect new announcements for Q4 ship from Ericsson's value chain (beyond Sharp) that will be using the U250 UMTS chipset also. - Eric -