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

To: Tom Caruthers who wrote (2196)	7/15/2008 7:03:39 AM
From: Elroy	Respond to of 2273

They didn't release any products with TrueFocus until just recently (Feb 2008) after announcing the technology in Feb 2007. It's too soon to know if this will be successful or not. But my sense is that it will be. And why is that your sense? What's different about OVTI's R&D and their competitor's R&D?

To: Tom Caruthers who wrote (2196)	7/15/2008 9:09:30 AM
From: Elroy	Read Replies (1) \| Respond to of 2273

OmniVision orders to fall short of target by about 20% in 3Q Printer friendly digitimes.com Hans Wu, Taipei; Yvonne Yu, DIGITIMES [Tuesday 15 July 2008] A weakening handset market is affecting demand for CMOS image sensors, with CMOS image sensor supplier OmniVision planning on reducing its order volumes to Taiwan Semiconductor Manufacturing Company (TSMC) in the third quarter, according to the market sources. The sources noted that OmniVision was optimistic about the market for handsets in the second quarter and released too many orders to TSMC and inventory has become an issue, the sources noted. The company had initially planned to increase its order volumes by 10% to TSMC in the third quarter, but now plans on reducing orders by about 10%, leading to a swing in its planned orders by about 20%, the sources explained. Although the CMOS image sensor market is not limited to handset applications, the segment is the main reason OmniVision is cutting its order volume, the sources added.