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OmniVision Technologies, Inc. Message Board

  • cyclad cyclad May 5, 2005 12:43 PM Flag

    OVTI right chips for smart phones??

    The treo and blacberry are smart phones. There are several other competitors. What makes everyone think OVTI is set for this market? With all the new CMOS chip companies opening in China Hong Kong Japan Taiwan etc., what makes OVTI win out. Why are not any of its chips in the new treo's or blackberry devices??

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    • Those are smartphones by Treo and RIM's definition. The market sees it in a much broader and more all-encompasing sense.

      (You are, or at least appear to be, transparently "short" with this arguement.)

      • 2 Replies to miketheodosis
      • I'm the biggest ass on this board. Sincere apologies to my good buudy - BIRD! I'm just a little bitchy because I've lost so much on this stock instead of listening to BIRD. Tell me about those oil stocks....please!

      • No mike, I am not short. I am long, but I plan to sell at a higher price. I have been accumulating large numbers of shares just to get out even which I could do about here, but I am greedy. I don't buy your arguments. Those devices you are talking about exist now and you do not see OVTI in them. Do you know how many companies in the last year have begun producing the same components as OVTI. Yea, OVTI might have something with its new technolgy and it's a terrifically run company but I am not sure that in today's environment that it is enough. I think they will have a decent qtr on the low end of estimates and they might even guide higher next qtr, but I don't think this stock has much room to run. Helas, I wish that wasn't so.

 
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