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OmniVision Technologies, Inc. Message Board

  • freez1082 freez1082 Feb 27, 2012 2:01 PM Flag

    Upgrades Coming

    Based on the numbers from the earnings report there should be some upgrades coming. If their going off projections theres no way around upgrading.

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    • E/R Innards are starting to be picked on by the so called "Experts, Analysts" !!!!!! OVTI seems to have a motivated following of " Unfriendlies". I am long, and ( Just Me !!!), think a positive AAPL story is coming !!! Again, no basis, just MY OPINION !!!!!!!!!!!!!!

    • seems like their trying to unwind some short positions first, maybe do some opex manipulations and hedging with some postion taking before they upgrade. I think OVTI caught them by surprise with guidance.

      JPM really needs to get off thier $16 number and go to at least $22..

      • 1 Reply to ndprops
      • erickarr Feb 27, 2012 3:07 PM Flag

        max pain for march is 16 and for april, 17. i don't think ovt caught anybody by surprise except in a negative way with margin dropping 6 percentage points (from 30 to 24) net cash getting chopped in half, and inventory turns running at twice a year instead of the normal 4-5 times. not to mention dropping asp, % of his res, % of revs from phones, you name it. big deal they beat on revs by giving up margin and they guided higher for current q revs than the market expected. themarket might have rather had higher margins and less revs. lol

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