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OmniVision Technologies, Inc. Message Board

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  • mk54321 mk54321 Sep 1, 2011 10:12 PM Flag

    Well, Largan puts an end to SONY rumor

    Management was very clear --2-3 fiscal qtrs before we can get to a more optimal yield

    -----------------------
    Operator

    Your next question comes from the line of Brian Peterson with Raymond James. Please proceed.

    Brian Peterson – Raymond James

    Hi, this is Brian Peterson stepping in for Hans Mosesmann. Just on the gross margin line, you guys said that there should be temporary reduction next quarter, which I sort of take to mean that things should maybe bounce back a little bit in January. If I kind of look at relatively to what you are thinking about for October would you expect January to be up, all else equal or is that not or am I reading too much into things?

    Anson Chan

    It’s difficult for me to comment further out than one quarter. It’s our company policy to only provide guidance for the current quarter, but when I mentioned earlier in the prepared remarks that the margin will may have a temporary dip, because of a less than optimal yield when we ramped up BSI-2, that’s consistent for all our historic experiences. Now, I can also comment that based on, again on historic experiences, typically take us maybe two to three fiscal quarters before we can get to a more optimal yield. So, if you want to you can put that into consideration as to whether or not or when, how much you can start to expand again or recover.

    http://seekingalpha.com/article/289971-o...

 
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