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Technology Stocks
OmniVision Technologies (OVTI)
An SI Board Since November 2000
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2273 66 0 OVTI
Emcee:  SI (no user) Type:  Unmoderated
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1298<i>Nokia to Delay Top-End N90 Camera Phone Tuesday June 28, 1:42 pm ET NokTaro-6/29/2005
1297Have no clue. Got a call and a request for an introduction by an ex friend to soTaro-6/26/2005
1296Rereading OVTI's conference call and a HUGE thing that I missed from the audElroy-6/26/2005
1295Rereading OVTI's conference call and a HUGE thing that I missed from the audElroy-6/26/2005
1294RE: "It's possible that newer product have higher ASPs but lower marginCary Salsberg-6/26/2005
1293I think Elroy is a thoughtful and very valuable poster to this thread. SometimeCary Salsberg-6/26/2005
1292You don't seriously think that rising ASPs and declining gross margins is noElroy-6/26/2005
1291<i>I thought this was settled. There is NO necessary connection between ASElroy-6/26/2005
1290Thank you Cary, Very well put, I am getting really tired of some on this board Willie263-6/25/2005
1289RE: "If ASPs are rising, its bizarre to say extreme price pressure is causiCary Salsberg-6/25/2005
1288Haven't listened to MU yet. With OVTI's ASP rising seqeuntially its harElroy-6/24/2005
1287<i>If ASPs are rising, its bizarre to say extreme price pressure is causinslacker711-6/24/2005
1286<i>Stockholders shouldn't have to speculate about anything management Elroy-6/24/2005
1285RE: "But that means the higher priced products have lower margins, doesnCary Salsberg-6/24/2005
1284<i>But that means the higher priced products have lower margins, doesn'Elroy-6/24/2005
1283Blurry OmniVision By Stephen D. Simpson, CFA June 24, 2005 fool.com You don'Brian-6/24/2005
1282Carl, re "<I>pricing pressure can affect margins even if more higher rkral-6/24/2005
1281RE: "It's ridiculous to blame strong price pressure when their own pricCary Salsberg-6/24/2005
1280Why doesn't he release the exact % mix/contribution of (1 megapixel and abovElroy-6/24/2005
1279I think it will stagnate and fall until next quarter, no idea how low however. Elroy-6/24/2005
1278Just listened to the conference call, OVTI stated that the $100 million share buBrian-6/24/2005
1277Sure, sounds good. I think it's worth $20. But I'm not an investment balanrs-6/23/2005
1276I'm concerned. revenues flat, projected decline next quarter. Maybe it is tLabrador-6/23/2005
1275Thanks for the update. Not a bad quarter, although less than I had hoped. Oh walanrs-6/23/2005
1274Some conference call notes: Prepared remarks *April Q revenues were a record fElroy-6/23/2005
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