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OmniVision Technologies, Inc. Message Board

  • bare4 bare4 Jun 24, 2006 11:05 AM Flag

    June 6th Barrons on MU - comments?

    MICRON'S MOST DRAMATIC growth in the past year has come from its sales of image-sensor chips for cameras and cellphones. It has become the leading supplier, scooting ahead of incumbents like OmniVision (OVTI). Micron's sales will grow as more handsets include cameras and as those camera phones improve their average resolution from about one megapixel (or million dots of color) today to three or four megapixels. Profits on sensors are above average, because Micron can make them on its older, fully-depreciated chip-making equipment.

    Toward the end of 2006, Micron will finally enter the NAND flash business in a big way through a joint venture with Intel called IM Flash. Credit Suisse analyst Abrams bets that Micron will add nearly $1 billion in NAND revenue in the August 2007 fiscal year, and more than $1.7 billion in

24.42+0.17(+0.70%)Jul 31 4:00 PMEDT