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OmniVision Technologies, Inc. Message Board

  • insite333 insite333 Mar 26, 2007 6:54 PM Flag

    Must Read on OVTI...

    Click link to blog. Pretty good analysis on OVTI...

    http://rationalinvesting.blogspot.com/2007/03/bought-omnivision-tech-ovti-today-1355.html

    OVTI will likely get bought out. Likely price of $19.

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    • Load up BIG (or cover shorts) at $12.50 if OVTI falls to that level.

      Time is ticking for news on buyout...

      Good luck to all, long and short.

    • Keep in mind that OVTI said in CC that they expect a "significantly better" Q1 than the current quarter...

      May be close to turning the corner, make your move early...

    • Pop is coming soon. Will likely trade down tomorrow to $12.40-12-50 area. This should be a good time to buy or cover short.

    • The shorts on this board are about as smart as the shorts were when I bought BRCM at $24 eight months ago.

      Thanks for the low risk/high return scenario...

    • Ok your right, but to say a buyout is a stretch at 19 but 50 is reasonable for one design wins is even more laughable even more so that is known that already belongs to Micron.
      To each his own opinions.

      A Kodak buy at $19 stretches credibility (plausible, but???), believing it would certainly limit the damage to the shorts, but a WFC design win at Apple would drive this stock to $50 in a week and absolutely kill some big short hedge funds.

    • I don't think you know what you are talking about. He didn't say anything about Apple buying OmniVision, he was talking about the Iphone.

      b_c

    • Sorry, it was for iPhone. You did not answer my question. I meant Apple wants its iPhone to be distinguished from Cisco's Skinny.

    • For iPod????

    • This analysis is so far off base it is laughable and misleading you neophyte investors. No wonder they call you guys retail, none of you including this cranium challenged piece of excrement does your homework and really digs into this market.

      #1. Given Imaging of Israel owns 80% of intebation and camera on a pill patents. Micron is their partner. OVTI has not even productized because they know Given and Micron would go after them. OVTI's CEO only talks about bio/med as if OVTI was a player. They are not. Not even close. They have done nothing to get any of their solutions for bio/med FDA approval which takes as long as 5 years. Total bogus information to mislead investors from Hong and his gang of Chinese bandits.

      #2. cell phones: Micron and St Micro already design wins for EDoF which is obviously a better solution than Wavefront encoding, which many firms rejected two years ago. see http://www.imergeconsulting.com/

      The cell phone market is flattening out and asp's on CIS have shrunk 35% within the past year alone. Don't look for cell phones to prop up sensor vendors until true 3G networks are here in the US and elsewhere-read 2008-2009.

      3. Don't expect Kodak to purchase OVTI. OVTI has nothing Kodak would want. Two loosers, both at least two years behind in design cycles, both fabless and not in control of their own destiny. "handset makers are constantly under pressure to offer smaller and sleeker designs with more features and higher performance" (from blogspot) Only problem is that OVTI does not have one single design win in a slim phone. They can't because the smallest pixel pitch they provide in a sensor is 2.2 micron - one and one-half years behind Sony, Samsung and Micron in deisgn cycle. Micron has 1.7, going to 1.4 this summer - with EDoF from DBlur.
      Kodak has no chance of penetrating the mobile phone market at this late stage. It would be the next worst thing for Kodak since it invested in Matrix Media, what a joke this clown investor is at blogspot. I urge you not to listen to this phoney who knows nothing about this market or....pay yhe price like you retailers have in past years with OVTI.

      4. web cams - again this freak knows nothing about where this market is headed....it is moving to HD. That requires 60 FPS. OVTI doesn't have one sensor that can provide 60 FPS in medium res.

      Further, OVTI does not use transitor sharing and has the worst light sensitivsity of any top branded CIS vendors on the market. Samsung, Sony, Micron, all have better S/N ratios. That is why OVTI doesn't have one high-end design win.

      Only idiots are still in this stock and will be at <9 within two weeks after this hype goes away.

      • 10 Replies to rtussy
      • >>>"Micron and St Micro already design wins for EDoF which is obviously a better solution than Wavefront encoding, which many firms rejected two years ago. see http://www.imergeconsulting.com/ "

        This is not true at all. Micron and ST Micro are not even sampling EDof or WFC-like products.

      • Apparently he owns that consulting firm and has some serious conflict of interest. Not only that the data he presents is fine but mixed with opinion to lead to poor conclusion. A hypothesis with no real data or analysis.

        Go to investor village board. Great write up and makes sense.

      • Is it true the boiler room boss is back? If I can remember there is a blog site that highlights your activities against OmniVision. Isn't it true that your reference of imergeconsulting dot com is your own web site? How is that for one to prove a point? I also remember someone posting that you had eight people working for you posting on message boards. I believe it was said that half of them have at least 10 ID's with the name Tina in it. Is this true? For someone like you to accuse people here of not doing their due diligence, it looks more like your it's head that is where the sun don't shine and semiwhiz took you down a few notches. Just my humble opinion but I believe others see it that way also.

        b_c

      • If the co. is as screwed up as you claim, then mgmt seeks a buyout.

        If the co. is in good shape it can gain share & gain more design wins.

        Either way ovti goes up.

      • I wonder what Omnivision has done to piss you off. You have been ranting about them for years...and they just seem to stay in business.
        All that said, Omnivision has lost the leadership recently, and have had their ass kicked for it....as they should.
        The test of their character will be to regain that leadership....and it won't happen through silicon alone.
        Why your re-appearance now? Would it be a coincidence that they are some huge short that are getting a little close to the fire. Hiring out your considerable credentials to sow some Fear, uncertainty, and Doubt?

      • Damn, you sound angry.
        Omnivision shipped 66 million image sensors last quarter. That's nearly 40% of all units shipped!! Their parts can't be complete garbage.


        <#1. Given Imaging of Israel owns 80% of intebation and camera on a pill patents. OVTI has not even productized because they know Given and Micron would go after them. They have done nothing to get any of their solutions for bio/med FDA approval which takes as long as 5 years.>

        This is bullshit. The component mfr doesn't do the FDA approval; the end product guy is responsible for getting the approval and the end customer would be responsible for any infringement problems.

        <#2. cell phones: Micron and St Micro already design wins for EDoF which is obviously a better solution than Wavefront encoding, which many firms rejected two years ago. see http://www.imergeconsulting.com/>

        EDoF will incur infringement suits by Omnivision if it is ever shipped for revenue. Hard to sue for no loss at the moment. How could anyone have rejected WFC two years ago?? The CDM acquisition was done almost exactly two years ago; WFC didn't exist as a handset product. I do know that WFC has won a very high visibility design just recently.

        <The cell phone market is flattening out and asp's on CIS
        have shrunk 35% within the past year alone. Don't look for cell phones to prop up sensor vendors until true 3G networks are here in the US and elsewhere-read 2008-2009.>

        Well, you have that one right; the dollar market for CIS has been flat for the past 2-3 years. When wafer level lens moves revenue from the module mfr to the silicon mfr and now that there is a viable (WFC) solution for high resolution (3.2MP), thin autofocus cameras, the revenue for 2008 will again explode. This time Omnivision will have a patented position.


        <3. Don't expect Kodak to purchase OVTI. OVTI has nothing Kodak would want. Two loosers, both at least two years behind in design cycles, both fabless and not in control of their own destiny. Only problem is that OVTI does not have one single design win in a slim phone. They can't because the smallest pixel pitch they provide in a sensor is 2.2 micron - one and one-half years behind Sony, Samsung and Micron in deisgn cycle. Micron has 1.7, going to 1.4 this summer - with EDoF from DBlur.
        Kodak has no chance of penetrating the mobile phone market at this late stage. It would be the next worst thing for Kodak since it invested in Matrix Media, what a joke this clown investor is at blogspot. I urge you not to listen to this phoney who knows nothing about this market or....pay yhe price like you retailers have in past years with OVTI.>

        I don't know whether Kodak will buy Omnivision or not, but Kodak would certainly have an interest in access to WFC for exclusive use in their own DSCs while licensing that technology to the handset industry...ya think?
        This drivel about fabless being a disadvantage is pure bullshit. Since when is timesharing a world class fab a disadvantage? The silicon part of the process is only a piece of the puzzle, color filters, microlens, wafer level lens, and chip scale packaging are maybe a bigger part of that puzzle.
        Latest part from Omnivision has a 2u pixel, the smallest I know outside of the Micron 8MP part. There is more to pixel design than size...we might be near the limit to how small a pixel can get and still perform. Latest I hear is the Micron has a severe temperature sensitivity problem and is getting kicked out of Apple.

        <4. web cams - again this freak knows nothing about where this market is headed....it is moving to HD. That requires 60 FPS. OVTI doesn't have one sensor that can provide 60 FPS in medium res.>

        Wabs cams will be one part that needs to run at 60 FPS...pretty much a design tweek.

      • Hi, Ron Tussy,

        I admired your in-depth know in CIS technology after reviewing your previous postings. I have a few questions for you.

        1) Why do you think the EDoF from Micron and St Micro is better than OVTI's WFR? And could you provide some reference regarding the design win for camera phone?

        2) In your posting 25-Aug-05, you said "I am not a market analyst. I will NEVER recommend a buy or sell to anyone". But here you posted as "Strong Sell". Also, the last time(around the end of August of 2005 your negative comments was posted when OVTI is at around 13. You have no posting when OVTI at above 30.

        Could you please answer this question to straight out your credibility? I don't want to pay $2000 to buy your report when your credibility is in challenge.

        Thanks,

      • You seem to be talking your book. More than a few things there are incorrect. Good luck.

    • I think the purchase price will be $18, but good rational post.

 
OVTI
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