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OmniVision Technologies, Inc. Message Board

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  • skiselev81 skiselev81 Sep 29, 2006 5:00 PM Flag

    And read this - Apple works with OMNIVISION

    why would apple do anything with ovti when they already have a strong relationship with samsung to supply their audio chips to the ipods...think logically, the same partner will get the cmos contract for the new phone as well...

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    • Wrong. If you know anything about Apple they never have strong relationships with any supplier. Ask the PLAY board about that.

    • Yeah with this company I wont believe it till I see it. This has been a bad qter for OVTI longs Hopefully the new qter will be better. With alot of stocks trading at highs OVTI may look like a nice speculative play in upcoming qter. While the posters on this board focus on cell phone sensors Management seems to be making a play for the security market Just a thought but OVTI dropping prices is more dangerous to MU than it is OVTI if MU is selling more chips and OVTI drops prices then MU WOULD BE forced to sell more chips at lower prices It is just as important for margins to stay high for MU as it is OVTI
      Also does Nokia or Motorola want Samsung chips in their phones Is there only room for one chip maker in this arena?

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