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1.  Eric Fossum 
Even the old competitor has to give grudging credit. 9/2/10 22:15 Eric R Fossum said... It is indeed an interesting chapter in the 10-12 year old IDM v. fabless debate. I think there...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   9-Feb-10 04:42 pm
 
2.  Re: does anyone know if ovt cis are certified by mediatek 
Yes, otherwise they couldn't have shipped 101 mil VGa parts last qtr. That must have starved seti.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   9-Feb-10 01:52 pm
 
3.  Re: DIMENSIONAL FUND 
So, more eric bullshit?
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   8-Feb-10 03:23 pm
 
4.  Re: DIMENSIONAL FUND 
Among your other problems, apparently you can't read either. Hopeless.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   8-Feb-10 01:43 pm
 
5.  Re: DIMENSIONAL FUND 
Bought 500,000 more. You are a waste of ovtfan's piss.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   8-Feb-10 01:22 pm
 
6.  Re: How Funny 
<i spend less than an hour a day on the boards composing and reading. it keeps up my typing and composition skills.> Bullshit! 6500 posts during the...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   8-Feb-10 01:13 pm
 
7.  Re: HTC Nexus One Sales Below Expectation 
It must be a real bitch to spend 8 years in law school and take a couple swipes at the Bar exam and finally get admitted to the bar only to be disbarred in mid career. I wonder what a guy...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   7-Feb-10 08:30 pm
 
8.  Re: From the Omnivision CC 
Using another ID asshole?
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   7-Feb-10 01:29 pm
 
9.  Re: has anyone heard that ovt bsi parts 
<i was wrong about sam using soi but i was right about sony, toshiba and stm/soitec. so i was not entirely wrong. but you were. you said ovt was the only one using...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   7-Feb-10 01:17 pm
 
10.  From the Omnivision CC 
Comments from Ray followed by my comments: <Going forward, not only 3 megapixel node holds steady in this category but our lineup of 5 megapixel products will ramp up...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   7-Feb-10 12:57 pm
 
11.  Re: has anyone heard that ovt bsi parts 
Interesting about Samsung and bulk silicon. It makes everything you posted yesterday 100% bullshit and puts Samsung 20 months behind, if they announce today. Here's how I see the shake...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   7-Feb-10 11:33 am
 
12.  Re: has anyone heard that ovt bsi parts 
So, we have the TSV thing again. Since we can't draw on the MB, let's see if I can compose some word pictures for you. You start the photolithography with forming the photodiode. then the additional pixel electonics and the A...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   6-Feb-10 09:13 pm
 
13.  Re: has anyone heard that ovt bsi parts 
I think the only reason the japanese are dong CMOS BSI at high megapixel counts is to try to keep the DCS CCD business that will otherwise go to Omnivision now that there is true parity on image quality...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   6-Feb-10 07:37 pm
 
14.  Re: has anyone heard that ovt bsi parts 
<that undated marketing piece was written when soi was at a cost 8 X that of bulk. one year ago, it had dropped to 4 X. now i have heard the difference in cost...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   6-Feb-10 06:50 pm
 
15.  300mm wafer? 
This was in the q2 fy09 CC...five qtrs ago. Moving to 300 mm wafers will cut the cost almost in half on all sensors.. VisEra and XinTec are already 300mm ready and of course TSMC is...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   6-Feb-10 01:38 pm
 
16.  Re: has anyone heard that ovt bsi parts 
Read the comments down near the bottom of the page; "Sony is the only provider already in mass production (except OVTI) and the only provider having mass production for for 12 mp imagers." Sony uses SOI...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   6-Feb-10 01:09 pm
 
17.  Re: has anyone heard that ovt bsi parts 
http://ovt.com/download_document.php?type=document&DID=35 Starts getting interesting in slide 9 The whole point is to do BSI without using SOI.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   6-Feb-10 12:04 pm
 
18.  Re: has anyone heard that ovt bsi parts 
Another eric ID?
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   5-Feb-10 11:57 pm
 
19.  Re: has anyone heard that ovt bsi parts 
<i can't find any competitor that is using other than soi so my point remains valid.> Getting a little hysterical are you? You don't know how I wish will all my little black heart that you...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   5-Feb-10 07:44 pm
 
20.  Re: has anyone heard that ovt bsi parts 
The point of the post on IV was that prior to Omnivision announcing a BSI technology, no one else was even thinking about it Must have been an "aw shit" moment for most of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  OmniVision Technologies (OVTI)
  semiwiz2002   5-Feb-10 04:10 pm
 

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