Archive for September, 2006

Skiing, Google, Level3 and OmniVision

Tuesday, September 26th, 2006

what does Level3 have to do with OmniVision????????

Which is a better buy for ski season??????? for Long Term????
Google may have some  NEWS which makes Level3 the  better investment……….but, WFC can and will change ALOT in Camera phones……….Google, Level3 and Skibare on OVTI Crack………..

skibare

Skiing Mary Jane Cheaply can be achieved

Saturday, September 23rd, 2006

Many ways to save some bucks for a good MaryJane ………..oooops, better not go there………anyway, PB&J is by far the EASIEST and cheapest way to save $5 bucks every single time you CLIMB ON BOARD the Jane…………….She will take your money, just dont let her!!!!  Parking for FREE in Apache Junction on the Jane is the BEST DEAL!
Skibare

Skiing Winter Park Cheaply

Saturday, September 23rd, 2006

of course the buddy Ski Pass , the Rocky Mountain Super Pass is the best deal for getting tickets……….the Four Pack for $99 is a great deal………..and the LODGING buddy Pass at Winter Park Lodge for a 10 stay mid week Punch Card for $444 is the BEST DEAL Ever for lodging!!!

skibare

Rumor== Sampling of Wave Front Coding Camera Chips

Saturday, September 16th, 2006

I am hearing rumors of some MAJOR CUSTOMERS getting a sampling of Wave Front Coding chips an the customers are APPROVING of the product and now all that is left to do is announce this ground breaking technology to the public this week………….I have waited for 2 years, I can wait for two more weeks!

Skibare

PS NOT only is it going to be BIG, its going to COMPLETELY change the landscape of digital cellphone cameras going forward into 2009!  a CLEAR 3.2mp Camera on your cell phone=====who would have Thunkit?????  I would like to think APPLE would think it!

Is the Apple iPHONE going to have an OVTI 3.2mp Camera in the Phone???

Friday, September 15th, 2006

would WAVE FRONT Coding be used in Apple iPHONE????

Nonetheless, Apple is counting its first phone will stir the U.S. market and enjoy the same buzz that Motorola’s RAZR and LG’s Chocolate phone have. To that end, Apple will pack several high-end features into its phone, including a 3-megapixel camera, 2.2-inch display, and complete iTunes/iPod features and integration, sources with direct connections to the company’s plans report.

XinTec and OmniVision Sign 5 Year Deal===Something BIG is PLANNED

Tuesday, September 12th, 2006

OmniVision just inked a 5 year sweet heart deal with one of its Packaging Divisions to implement Camera Phone Packaging into the OVTI flow chart for the next five years…………OVTI rolling out Wave Front Coding and INVESTING 100 million into packaging with XinTec, I would DEDUCT and GUESS that Ovti is planning something VERY VERY BIG with Wave Front Coding!!!

XinTec secures 5-year order from OmniVision

Ingrid Lee, Taipei; Rodney Chan, DigiTimes.com [Tuesday 12 September 2006]

Taiwan-based XinTec has signed a five-year contract providing OmniVision Technologies with wafer level chip size packaging (WLCSP) service. Under the contract, the image sensor specialist will have one of its subsidiaries purchase packaging equipment which will be placed at XinTec’s plant, and XinTec will in turn use the equipment to fulfill OmniVision’s orders.

XinTec said such a deal can strengthen its relationship with the client, and can reduce risks in equipment investments while increasing profits.

OmniVision orders accounted for 71% of XinTec’s revenues in 2005, and about 30% of the world’s cameraphones adopt image sensors packaged by XinTec, according to industry sources.

2009 Camera Phone Projections

Tuesday, September 12th, 2006

Highlighting the magnitude and relevance of the upcoming Webcast’s topic, Hoffenberg says, “Consider this: By 2009, the cumulative number of camera phones shipped since the inception of the camera phone category in this millennium will exceed the total number of all film and digital cameras shipped in the entire history of photography since the 1800s. It is a mind-boggling forecast that is really shaking up all corners of the consumer imaging world. The Webcast will delve into the enormity of this ever-present consumer electronic device and discuss the implications for the whole of the consumer imaging business.”

Somebody sees 16 billion Value for Freescale, How much is OmniVision worth in a Buyout???

Monday, September 11th, 2006

Freescale getting a leveraged buyout for 16 billion, HOW much is OVTI valued at in a buyout offer???

Freescale Shares Gain on Report of Possible Sale (Update1)
By Aisha Phoenix

Sept. 11 (Bloomberg) — Shares of Freescale Semiconductor Inc. gained after the New York Times reported the No. 3 U.S. computer-chipmaker may be sold for more than $16 billion in the largest technology industry buyout.

Shares of Freescale, which was spun off from Motorola in July 2004, traded at the equivalent of $33.06 at 10:02 a.m. in Frankfurt, up 6.8 percent from the Sept. 8 closing price on the New York Stock Exchange. Before today the Class B shares had gained 23 percent this year, raising the company’s market value to $12.5 billion.

A group of investment firms including Texas Pacific Group, Blackstone Group LP, and Permira Advisers LLP is close to an agreement to buy Freescale, the New York Times said, citing unidentified people familiar with the deal. Carlyle Group and Bain Capital LLC may join the group, the newspaper reported.

“We can’t comment on this at the moment, but we will provide an update as soon as possible,'’ Regina Cirmonova, European media relations manager at Freescale, said today.

Freescale’s second-quarter profit more than doubled on an increase in sales and a tax-related gain, the company said in July. Sales of wireless and mobile products reached a six-year high of $514 million, or almost $100 million more than a year earlier, for the largest increase among company divisions, spokesman Glaston Ford said then.

The bidding group faces competition from Kohlberg Kravis Roberts & Co. and Silver Lake Partners, which submitted a rival offer, the New York Times said.

Freescale, which is based in Austin, U.S., has $843 million of bonds outstanding, according to Bloomberg data.

Apple iPOD Camera Phone coming out and a Cell Phone

Thursday, September 7th, 2006

Apple is set to unleash the biggest GADGET ever made and ever announced……….a cell phone video camera mp3………..will it be an OmniVision (OVTI) camera using Wave Front coding for a clear picture????

Just for tommie to help in his BUY Decision:::::::

OmniVision underrated?
Our first disappointment this week is OmniVision Technologies (Nasdaq: OVTI), a maker of digital camera sensor chips. The company reported quarterly sales of $137 million and pro forma earnings of $0.39 per diluted share — lagging estimates on both counts. The analyst community had hoped for $152 million in gross revenues and earnings at $0.44 per share. That’s 42.7% sales growth year-over-year, but only 10.4% growth on the bottom line.

OmniVision is a heavily shorted stock, to the tune of more than a quarter of all shares outstanding. It doesn’t look like an overvaluation situation, since the P/E ratio of just 9.6 is well below the industry average among camera chip makers, which stands at roughly 27 times trailing earnings. One might be tempted to think of this one as a bargain.

As for business opportunities, OmniVision mostly caters to cameraphones and consumer-level digital cameras, and I don’t see those markets cooling down anytime soon. It’s true that OmniVision is competing in a crowded market, with rivals ranging from tiny Pixelplus to giants like Samsung and Matsushita (NYSE: MC). However, a promising new product scheduled for debut this month could make a real difference in this highly commoditized industry.

Dubbed OmniFocus, the chip results from a $30 million acquisition finalized in the spring of 2005. It promises to replace the mechanical autofocus functions of today’s cameras with digital image processing techniques performed by the sensor chipset. Fewer moving parts should lead to cost savings and more reliable end products, and the technology is unique to this company. If OmniVision does indeed deliver on its promises, it should end up with all the customers it can handle.

OmniVision isn’t even on the list of tech companies under investigation for stock option problems. I have to say that I’m mystified by the low valuation here. It might be fair to drop the price a bit with a missed earnings target, but not when the shares were so inexpensive to begin with. OmniVision goes on my watch list for further investigation.

The Apple /OmniVision 3.2mp Wave Front Coding MPX CellPhone

Thursday, September 7th, 2006

rumor has it that APPLE is finally coming out with a cell phone camera……….could it be true that the Wave Front Coding new Camera Omnivision is bringing out in two weeks is the same one Apple is sampling for down the road holiday sales??????/

Apple iPOD and a Video Camera on a cell phone with 3.2mp digital Quality…………who would have Thunk It???????

Skibare