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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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1373<i>Correct. I was buying last year, but I am not selling here (except of mElroy-9/8/2005
1372>>Problem with your approach is that it really isn't suited to tech stJurgis Bekepuris-9/8/2005
1371Hmmm, OK, so with last Q's Shareholder's Equity of ~$290 million, if youElroy-9/8/2005
1370>1. What's your expected ROE for OVTI? Since ROE in the last quarter wasJurgis Bekepuris-9/8/2005
1369Well you left out all of the details of your valuation methodology, so its sort Elroy-9/8/2005
1368>What's your valuation method? I use Buffettology valuation spreadsheet Jurgis Bekepuris-9/8/2005
1367I've debated MU vs. OVTI issues with a few sell side analysts, and all that Elroy-9/7/2005
1366Elroy, I believe you should publish this post on some of the Micron threads. PuTaro-9/7/2005
1365Well it depends on whether they meant last Q or last year. Last Q (May) MU haElroy-9/7/2005
1364<i>FWIW, Micron claimed at the SSB conference that they are the largest reElroy-9/7/2005
1363FWIW, Micron claimed at the SSB conference that they are the largest revenue CMOslacker711-9/7/2005
1362I have a transcribed copy of the 1st quarter 2006 conference call. If any of yoLabrador-9/2/2005
1361They do seem modest. It also seems odd to put in a filing for quarterly (ratherElroy-9/1/2005
1360OVTI bonuses for quarter ending July 31, 2005<pre>Name of Officer Cashrkral-8/31/2005
1359I'm starting to get "pumped up" again about OVTI. Bought some lonLabrador-8/29/2005
1358OmniVision Technologies, Inc. Ranked #1 in Revenue Growth in Fortune 100 FastestElroy-8/29/2005
1357Lenovo Selects OmniVision as Strategic Supplier biz.yahoo.com Prior to this exElroy-8/29/2005
1356I believe that if anything of what Hong stated in his guidance comes true, it wiTaro-8/28/2005
1355And in the "just can't win" category, OVTI delivered tremendous EPElroy-8/28/2005
1354Well based on the guidance, and assuming expenses ramp 6% sequentially (seems reElroy-8/28/2005
1353<i>IMO, OVTI is a hold at the current price.</i> What's your vaElroy-8/28/2005
1352Today I sold a bit of my rather large position. OVTI ROE dropped to ~14.4 in theJurgis Bekepuris-8/26/2005
1351OmniVision Reports First Quarter Fiscal 2006 Results Thursday August 25, 4:00 pmslacker711-8/25/2005
1350Labrador, I haven't been able to find the F06Q1 earnings PR. What is your sorkral-8/25/2005
1349This says it all- The fundamental strength of our technology and our product poLabrador-8/25/2005
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