Kodak Designs Sensor for Motorola Phones

SeekingAlpha: In today's conference call Kodak CEO Antonio Perez answers on image sensors business question:

Matt Troy - Citigroup:

Okay. Antonio, I know it is still early days in the wake of the CMOS announcement, but based on your initial conversations, I’d be interested in your thoughts -- where do you see the opportunity with that product as I turn the dial? Is it selling co-manufactured chips into handset makers, is it licensing it to other chip manufacturers, is it putting it into your own cameras? I know it is some combination thereof, but I’m just wondering where you see, at last in the next 12 to 36 months, the largest opportunity based on your conversations so far?

Antonio M. Perez:

I think the largest is in the handset. As you know, we have a close relationship with Motorola. We are working diligently to help them develop improved cell phones with our CMOS sensors. I am anxious to be able to announce, for them to announce something like that. We are working very hard to get it to market quickly. That is the best opportunity, not just with Motorola but our plan is to serve anybody that is in the digital capture market.

Having said that, we have one camera that is going to come with our CMOS sensors and we would like to see many more, and other people using our CMOS sensors, like today, some of our competitors, they use our CCD sensors already in their cameras, so we don’t see a reason why if we have the quality that we believe we do have and the differentiation that we believe we do have and the pixel technology and the imaging technology that we embed in those sensors, we should be able to get a good share of that market.

Our tentative goal that we have shared with investors so far is that I don’t see a reason why we shouldn’t get to $300 million by 2010. If we hit it, well, it could be a lot more than that but that is the number that we are planning to for this purpose.