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OmniVision Technologies, Inc. Message Board

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    • Of course, being a one-trick pony does pose significant risks. The company's fortunes could be short-lived if a competitor, such as National Semiconductor (nyse: NSM - news - people ), Sharp (otc: SHCAY - news - people ) or Motorola (nyse: MOT - news - people ), comes along with a superior technology. No doubt, OmniVision's rapid growth alone will attract competitors. Yet we believe the company enjoys certain advantages that others will find difficult to overcome. It has the early market lead, it has significant expertise, and it has a low-cost proprietary CMOS production method. These factors should allow it to fend off competitors. We expect OmniVision to continue benefiting for quite some time from the increasing popularity of digital cameras and camera phones. Market research firm iSuppli predicts that sales of CMOS image sensors will reach 207 million units in 2007. Nokia (nyse: NOK - news - people ) estimated in a recent presentation that worldwide camera phone volume could exceed 100 million units this year and increase to more than 300 million units in 2007.

      With no debt and almost $200 million in cash, OmniVision's balance sheet is strong. The company has the financial flexibility to enhance chipsets if necessary to accommodate future consumer demand for higher-resolution images and increased portability. This is evident in recent introductions of the smallest image sensor to date and the first 2-megapixel sensor. Forbes Growth Investor rates OVTI a "buy."

    • There is no question OVTI has an extensive and valuable portfolio of patents.

      Off the subject, I wish someone would mass market a devise grounded on a wireless mouse without a power source. The damm baterries on my mouse go dead all the time.........for whatever reason they are rough on duracels. We do have the patent

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