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Technology Stocks
OmniVision Technologies (OVTI)
An SI Board Since November 2000
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2273 66 0 OVTI
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1073RE: "...once the image sensor ASP falls below the fabbed company's corpCary Salsberg-4/4/2005
1072<i>As both of these trends hit, you are going to see gross margins start tElroy-4/4/2005
1071<i>I would look more to a company like Hynix for a takeover. They have theTaro-3/31/2005
1070<i>Innovation and commodization are not mutually exclusive. One must agreeElroy-3/31/2005
1069Makes sense, but then you've gotta wonder, if ASPs are now about $4, how mucElroy-3/31/2005
1068RE: "Of course innovation prevents commoditization." In the cases wheCary Salsberg-3/31/2005
1067<i>Why are image sensors less attractive than the rest of TXN's semi bslacker711-3/31/2005
1066<i>I don't believe this is an accurate definition of what creates a coElroy-3/31/2005
1065<i>I doubt TI wants to buy into a business that is going to be a commodityElroy-3/31/2005
1064RE: "The rate of innovation is high, and until the products reach a level aCary Salsberg-3/31/2005
1063amoi-global.com Slacker, Are these 3G phones equipped with Omnivision chips? brian h-3/30/2005
1062fool.com POST OF THE DAY Omnivision Technology Introduction, Replies, and Analbrian h-3/30/2005
1061<i>Why doesn't TXN just buy these guys in an all stock EPS accretive dslacker711-3/30/2005
1060I'm also being told that MU management told analysts post-call that image seElroy-3/30/2005
1059<i>Also, they shipped 40% VGA, 40% 1 megapixel, with the rest divided betwElroy-3/30/2005
1058<i>Also, they shipped 40% VGA, 40% 1 megapixel, with the rest divided betwElroy-3/30/2005
1057Possible, I no longer have any contacts at ESST so I wouldn't know for sure.Taro-3/30/2005
1056I am fairly sure that ESST provides the sensor in the module as well....the desislacker711-3/30/2005
1055<i>It's not weird. It is actually very smart. </i> It may be smElroy-3/29/2005
1054MU says they are not seeing price erosion in CMOS optical sensor market. Also, BMcV-3/29/2005
1053ESS has a long track record for sound and image compression. Note that they prodTaro-3/29/2005
1052Obviously if that is what it does to the pix in real time, doesn't draw a loTaro-3/29/2005
1051It's not weird. It is actually very smart. First of all this limits the duJurgis Bekepuris-3/29/2005
1050ESS Technology Provides Samsung With 1.3 Megapixel Camera Modules biz.yahoo.comElroy-3/29/2005
1049Look at what CDM does to focus an image and it is not hard to see why CDM was acearnieX-3/28/2005
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