tag:blogger.com,1999:blog-19092890.post1783830725469840916..comments2024-03-28T17:41:43.970+02:00Comments on Image Sensors World: Omnivision Q1/FY2011 Earnings CallVladimir Koifmanhttp://www.blogger.com/profile/01800020176563544699noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-19092890.post-11441466713503142462010-08-27T21:27:52.059+03:002010-08-27T21:27:52.059+03:00Guess what he is talking about ?
You will see the ...Guess what he is talking about ?<br />You will see the answer soon.<br />---------------------------<br />Ray Cisneros: "<br />Well, you can look around in the space – in the consumer space. You go to any good electronic store, you can pick up a variety of different, very small form factor, portable devices that provide all kinds of entertainment for the consumer. I will leave it at that without getting too specific. As you march through the fiscal year with us, you will obviously come across the end products on the store shelves. But it’s any kind of media that a consumer would like to have at his fingertips, be it video, music, images of digital still camera, that sort of thing. It’s a very broad category that we’d like to look at the portable media players as. "Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-19092890.post-16252696977106916232010-08-27T20:24:53.812+03:002010-08-27T20:24:53.812+03:00There are certainly contracts and agreements that ...There are certainly contracts and agreements that make it hard to "turn off the tap." And even if they could, why would TSMC chose to? If OVT is successful, TSMC benefits, too.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-19092890.post-38683847020850156572010-08-27T19:52:05.489+03:002010-08-27T19:52:05.489+03:00Bruce Weyer's comment is very strange. 5-year ...Bruce Weyer's comment is very strange. 5-year effort with TSMC. What if TSMC turns off the tap!?<br /><br />Basically it is a technology that's extremely closely tied to TSMC. OVT on their own will not stand a chance to keep BSI as a differentiator.Anonymousnoreply@blogger.com