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OmniVision Technologies, Inc. Message Board

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  • quant98 quant98 Oct 16, 2004 1:00 AM Flag

    10 REASONS YOU'D BE NUTS TO SELL NOW:

    $4 per share worth of cash for a market price of $14, leavig the company valued at $620M for a current normalized net income of $100M per year. So a P/e of 6.2.

    That's what every accountant knows. This alone apparently would NOT move OVTI higher at this juncture.

    So what else needs to come?

    - A strong confirmation that the $100M net income is for real. How? firm orders on OmniPixel chips?! more order even for the current-generation CameraChip for CameraPhone such as the Siemens Mobile 1.3MP deal (which came out really in July only announced by the sensor in Sept.).

    - Strong sell-throgh of current inventory for the Nov. qtr. and more firm orders.

    - Some early signs of auto market opening up.

    - Smooth production rampup and relentless drop of manufacturing cost.

    - Continued technological leadership. disappearing dark current, miniscule power consumption.

    - Development of other synagistic areas of growth.

 
OVTI
29.380.00(0.00%)Jan 27 4:00 PMEST