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CNH Global NV Message Board

flashopportunity 24 posts  |  Last Activity: Jul 10, 2014 12:15 PM Member since: Aug 27, 2009
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  • Reply to

    SOUP BACK IN

    by soupkitchen44 Jul 10, 2014 9:36 AM
    flashopportunity flashopportunity Jul 10, 2014 12:15 PM Flag

    At least I held long enough to make most of my sales in recent months long term cap gains versus short term cap gains. I also had net positive trading options around my common position. This baby is a wild one!

  • Reply to

    SOUP BACK IN

    by soupkitchen44 Jul 10, 2014 9:36 AM
    flashopportunity flashopportunity Jul 10, 2014 12:11 PM Flag

    Soup, You've appear to have done very well here hanging on through many brutal swings and selling near a recent top. Congrats.

  • Reply to

    SOUP BACK IN

    by soupkitchen44 Jul 10, 2014 9:36 AM
    flashopportunity flashopportunity Jul 10, 2014 9:59 AM Flag

    As I disclosed earlier, I also sold about half my rather large position around $20 prior to last earnings on the way up, so I am by no means claiming I have traded OVTI perfectly or anything. I am just trying to make money along the way and manage risk a bit, which has been working fine so far. After last earnings call, I feel more confident that OVTI is worth $20 or better. JMO.

    Sentiment: Buy

  • Reply to

    SOUP BACK IN

    by soupkitchen44 Jul 10, 2014 9:36 AM
    flashopportunity flashopportunity Jul 10, 2014 9:40 AM Flag

    Yes, I just bought back in too at $20.82 some I had sold at $21.85. I neglected to sell on the initial big spike to $24. Would buy more at $20.00. JMO.

  • Reply to

    New Amazon Phone

    by flashopportunity Jun 13, 2014 12:29 PM
    flashopportunity flashopportunity Jun 18, 2014 3:51 PM Flag

    So I guess this Amazon phone has been released today and is 3D capable. Probably OVTI is providing the 3D capability by the interaction of their four small sensors. That ought to be worth something and tells us OVTI is still providing some leading edge technology.

  • Reply to

    New Amazon Phone

    by flashopportunity Jun 13, 2014 12:29 PM
    flashopportunity flashopportunity Jun 18, 2014 3:23 PM Flag

    Go to Image Sensors World blog and do a search for Amazon. You will see a story dated 3/21/14 titled "Amazon's Smartphone rumored to Have 6 Camera Modules". There is a table included in the story where it looks like Sony has a 13 and 2 mp sensor while OVTI has four 0.3 mp sensors in the Amazon smartphone. The table is from Ming-Chi Kuo at KGI securities. Note: He is not always right.

  • Reply to

    New Amazon Phone

    by flashopportunity Jun 13, 2014 12:29 PM
    flashopportunity flashopportunity Jun 18, 2014 12:43 PM Flag

    To answer my own question, yes, KGI securities says OVTI will be in new AMZN phone, but it looks to me like Sony got the big mp sensors and OVTI got the little ones.

  • flashopportunity flashopportunity Jun 13, 2014 3:20 PM Flag

    I could be wrong, but Go Pro kind of reminds me of Beats Ear buds --- nothing particularly outstanding about them or hard to duplicate, but both companies have managed to brand themselves with a "cool factor" and can thus gain market share while charging a premium.

  • flashopportunity by flashopportunity Jun 13, 2014 12:29 PM Flag

    Does anyone know if OVTI has slots in the soon to be released, new Amazon phone?

  • Reply to

    SEE YA

    by soupkitchen44 May 29, 2014 4:41 PM
    flashopportunity flashopportunity May 29, 2014 4:53 PM Flag

    Say it ain't so Soup! Congrats on holding on to your entire long position in to these earnings! I put in an order for a bull call spread today to replace the portion of common I sold yesterday, but it never filled. But I am happy about the rise in the 50% position that I have left.

  • flashopportunity by flashopportunity May 29, 2014 4:24 PM Flag

    End of message

  • Reply to

    Good luck everybody

    by pokornypavel May 29, 2014 4:47 AM
    flashopportunity flashopportunity May 29, 2014 10:14 AM Flag

    Edit: I meant to say that the investment in WLCSP is worth about $2.83 in addntl book value per OVTI share as of yesterday morning according to my rough calculation.

  • Reply to

    Good luck everybody

    by pokornypavel May 29, 2014 4:47 AM
    flashopportunity flashopportunity May 29, 2014 10:11 AM Flag

    And I still have a pretty good position in common stock as well. By the way, I looked at WLCSP yesterday for the first time in a while, and OVTI's investment in that company is holding up quite well --- worth about $2.83 per OVTI share as of yesterday morning.

  • Reply to

    Good luck everybody

    by pokornypavel May 29, 2014 4:47 AM
    flashopportunity flashopportunity May 29, 2014 10:05 AM Flag

    I sold a little over half yesterday because we reached my pre earnings price target and I don't have a solid feel for the near term. I have never understood the rationale behind analysts' FY '15 estimates. I have never read a clear case behind those estimates anywhere, but those estimates, unlikely and unsupported as they may be, still make me nervous.

    Nonetheless, irrespective of those estimates, I am bullish on this company long term, especially given all their rapidly expanding markets outside of Apple --- worldwide mobile, automotive and security, so I am going to take a look at redeploying some of the money that I took off yesterday in to a long dated OVTI bull call spread, thus committing less capital overall to OVTI, but still participating in upside. JMO.

  • Reply to

    Xiaomi MiPad

    by flashopportunity May 15, 2014 12:42 PM
    flashopportunity flashopportunity May 20, 2014 1:50 PM Flag

    More on the MiPad from Etechrunch: "Apart from high-performance mobile handsets, Xioami is eyeing on to test its fortune in the tablet business as it is going to release its first tablet codenamed “Mi Pad” from June, this year. This tablet will hit the market shelves all across the Asia Pacific region, south Asia and the American continents initially. The American markets are termed as the toughest markets to capture for the market layman.

    The Mi Pad is considered to be an iPad clone and it features identical attributes with the Mi phone. The tablet is equipped with Android OS, a massive 7.9 inch display, a duo of optimized shooters on either sides of the device and a super-fast chipset. The prices of Mi Pad are also reasonable as it hangs a tag of 1,499 Yuan ($240), which is far lesser than the 2,888 Yuan for a contemporary iPad mini"

  • Reply to

    Xiaomi MiPad

    by flashopportunity May 15, 2014 12:42 PM
    flashopportunity flashopportunity May 15, 2014 1:07 PM Flag

    Actually the MiPad seems like it would be a net positive for Cirrus, assuming that Cirrus will likely sell more chips overall than they would otherwise, and that the MiPad will take sales away from other Android tablets as well as the iPad mini 2.. Of course this also assumes that Cirrus will have meaningful component content in the MiPad.

  • Reply to

    Xiaomi MiPad

    by flashopportunity May 15, 2014 12:42 PM
    flashopportunity flashopportunity May 15, 2014 12:48 PM Flag

    Apparently not just the name and look of the MiPad are like an Apple Ipad mini 2, but also the user interface, which is a heavily customized version of Android made to look and feel like IOS. See story at AppleInsider.

  • flashopportunity by flashopportunity May 15, 2014 12:42 PM Flag

    Looks like Xiaomi is directly ripping off the Ipad with a new MiPad. Perhaps a neutral result for Cirrus? More MiPad sales and fewer iPad sales? Not in Cirrus at the moment.

  • Reply to

    OV5670

    by soupkitchen44 May 6, 2014 8:23 AM
    flashopportunity flashopportunity May 8, 2014 11:24 AM Flag

    re: Is that the one used in the HTC One M8?

    No. For the new HTC One (M8), OVTI won both rear facing sensors, with the primary rear facing sensor being part # OV4688 and the secondary rear facing sensor being part #OV2722. Samsung got the front facing sensor, part # S5K5E2.

  • Reply to

    LAST 4 WEEKS, PRETTY GOOD

    by davedull Apr 25, 2014 4:01 PM
    flashopportunity flashopportunity May 1, 2014 11:57 AM Flag

    Seems like OVTI has a shot to break $20 and test the 52 week high prior to May 29 earnings. Chart still looks pretty constructive imho.

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