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

To: Elroy who wrote (2220)11/22/2008 11:46:44 AM
From: Taro  Respond to of 2273
 
Check this pretty good write up about the function of a NAND controller.
linuxdevices.com

This business generally follows the NAND demand cycles< which again is consumer pattern dependent.

As for SIMI, let me check on that and I'll see what I can find out.

As for what I believe is a great longer term bet, check CAVM.
Great management, great product. Out there shopping cheap now many good opportunities run out of cash and additional funding.

Taro



To: Elroy who wrote (2220)11/22/2008 12:15:34 PM
From: Taro  Respond to of 2273
 
Elroy,

here the essentials of what I came up with on SIMO.
The 2nd link pretty much explains how SiMo is tied into consumer behaviour patterns.

fool.com

blogs.barrons.com

prnewswire.com

Based on my gut feeling only, I would be very cautious with these guys.

Taro



To: Elroy who wrote (2220)12/3/2008 10:14:46 AM
From: Taro  Read Replies (1) | Respond to of 2273
 
So today OVTI is taking a major dive. Not to be compared to the 33% haircut over at IFX, though.

Taro


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