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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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2148Had a look at the MU conference call, and they did say that image sensors were aElroy-4/8/2008
2147From the Jeffries report on MU's Q. CMOS sensor units were down 20% sequentElroy-4/5/2008
2146<i>I was talking about MU revenue. I far as I know, they don't break oElroy-4/5/2008
2145I was talking about MU revenue. I far as I know, they don't break out sensoCasaubon-4/4/2008
2144<i>how did you break out their sensor revenue from other business? They doElroy-4/4/2008
2143how did you break out their sensor revenue from other business? They do not repCasaubon-4/4/2008
2142<i>Maybe this is what this business is all about? Slim margins, survive byElroy-4/3/2008
2141Elroy, have you ever seen a Chinese Restaurant belly up? I always wondered how cTaro-4/3/2008
2140Micron's image sensor revenues for the past 6 quarters. $244m $157m $138m $Elroy-4/3/2008
2139finance.yahoo.comElroy-3/6/2008
2138I see, I haven't got time to read Yahoo anymore, I can barely keep up with SElroy-3/2/2008
2137Not sure what you are talking about. You are confusing my post with a prior conCasaubon-3/2/2008
2136If you're talking about the Longbow analyst, like I said, I didn't see aElroy-3/2/2008
2135Some short talking to himself on Yahoo about yield and reserved product. DigginCasaubon-3/2/2008
2134I've never understood the large short position on this stock. It's not Elroy-2/29/2008
2133this was the most interesting post on yahoo: messages.finance.yahoo.comCasaubon-2/29/2008
2132indeed! More to come, IMO.Casaubon-2/29/2008
2131Anyway, it's a nice day to be an OVTI owner!Elroy-2/29/2008
2130I'll wait for the transcript and explain myself better, then.Casaubon-2/29/2008
2129You must be thinking of a different analyst. The longbow guy asked about visibiElroy-2/29/2008
2128basically, his question sounded like he wanted management to confirm his companiCasaubon-2/29/2008
2127<i>The guy from longbow sounded very amateurish.</i> He sounded ok Elroy-2/29/2008
2126CFO section of the call. He's a bit speedier... 70% of revenue was from frElroy-2/29/2008
2125Listening to the conference call replay. Here's some notes: I think he saiElroy-2/29/2008
2124just now listening to the CC. The guy from longbow sounded very amateurish.Casaubon-2/28/2008
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