the Battery issue sure seems to be holding up production……….if WFC does NOT ramp, OVTI is toast in a commodity firefight and Samsung and Micron Bigger and more firepower………..IF WFC Works, Omnivision Wins………
Skibare
yeeeeeeeeeeehaaaaaaaaaaa, A Basin is OPEN!!!!!!!!!!! Here comes the SNOW!!
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what a line up this would be……….Arapahoe Basin and Loveland fighting to see WHO opens first!!! Going to be a heck of a ski season I hope and pray………….
Skibare
maybe this is why OmniVision Guidance was so low going forward………
Micron really hits the lower end of the market making components in mass at lower prices stealing market share………..its the Micron Way of War………..Micron down 11% today…….maybe killing everyone is NOT a successful Biz Model Micron might want to learn something!
IF WFC ramps and Works, this game is OVER for Micron!
Skibare
wow, what a surprise??????????? NOT!!! Lets face it, NOBODY has a clue of what the Internet looks like in a year much less five years………..Google has the Money Muscle and the dominance factor to just absorb anything in its path………..Google to YouTube is like CASH to Level3……….
Level3 will DEFINETLY BENEFIT if this is true having won the YouTube.com contract! a BIG SUGAR DADDY like Google will certainly help the balance sheet of Level3!
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Micron came out with earnings and the DRAM biz tanked the Micron earnings but the MORE important part of CMOS shows continued market share lead for Micron over OmniVision using old 200mms equipment to produce CMOS as micron spends BILLIONS on new equipment to compete with Samsung on Dram……….bottom line, WFC better work or Micron will pound Ovti into price submmission!
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I am guessing 234 million in CMOS chip sales and ALOT of dropping of the VGA market ASP
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seems the Akami Chart is an Investors Dream Chart……….straight north and not stopping??????? What will the introduction of LIVE TV FEEDS from Content Providers do to the Akami Biz Model?? Stay Tuned Omaha Folks, BRKA just passed $100,000 per share BRKA !!! Congrats!!! Go Buffs , PLEASE BEAT Baylor!
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imagine a world where “”LIVE VIDEO CONTENT ‘’ meets your mobile Cellular Device????? Watch Level3 and OmniVision team up for the one =Two knock out punch…………….wifi/wimax cellular video content two ways mobile to mobile???????? Could be an interesting Ten Years Play…………..
LVLT announces Earnings October 24th………….too bad ski season aint open yet!!!! OVTI awaiting Micron’s earnings today……….I am guessing Micron does well in CMOS sales as Micron is still ramping up production………..OVTI is rolling out NEW LINE UP of products…………..how will Samsung and Micron REACT to OVTI new Wave Front Coding??????
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which direction does Level3 go from here after surviving and now AQUIRING FIVE other telecom providers?????? MY Guess is another return to the BOND equity markets to raise more cash to AQUIRE even more competitors and keep buying UP the competiting food chains…………if you cannot beat em’, Buy Em’!
Skibare