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OmniVision Technologies, Inc. Message Board

  • bogijuan bogijuan Jan 15, 2013 1:19 PM Flag

    How strange: I-PHONE 5 has a 8Mb sensor rom Sony and OVTI took the hit in the reports.

    Can anybody explain why Omnivision would be hurt by reduction of sales of the I-phone 5 , if anybody agrees that the 8MB sensor is from Sony?

    Sentiment: Buy

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    • Sony never got much of a bounce from getting the apple socket so I wound not expect a rumor of weak sales of iPhones to impact Sony much, image sensors barely move Sony's bottom line. But for OVTI image sensors are their one trick pony, so if apple sneezes ovti will get the flu, even if we only have one socket in the iphone. program trading and logarithm trading will take down a stock like apple and the universe that rotate around it like SWKS, CRUS, OVTI etc..
      the thing is we have NO idea how things are going with ovti in these doubtful times, are they being impacted or not, THEY WILL NEVER treat investors with any respect and give us a clue.
      personally I think everything is fine, we will meet expectations if not beat it, we will have good guidance the only question that matters is margins? better or worse?
      Then the other question is does it matter, we could do great and lose another 30%, welcome to OVTI and their lame IR!

    • It seems to always try to follow Apple, makes no sense, does it? Stocks seem to do these kind of things. She is trying to break that trend today though.

      Sentiment: Strong Buy

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