Barron's: Doug Freedman, an analyst at American Technology Research, says that both the low-end and the high-end of the image sensor market are being squeezed by both competition from Korean vendors and by Micron’s Aptina unit. “In an intensely competitive commodity business, OVTI must demonstrate the ability to deliver both gross margin improvement and increased revenue, either with more cost effective products or differentiated technology,” he writes - it looks like Doug does not believe in OmniBSI or TrueFocus as possible differentiators.
J.P. Morgan’s Paul Coster also wrote a cautious note on Omnivision.
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