Did you short OVTI, it's too dangous.

OVTI business model like many taiwanness companies.
Basically, it can survive with very low margin.
The low margin kills all the competitors. See, MU
can not keep losing money on Image Sensor business.
It may dump this business to make their earning
looks better. While OVTI still can make money
with average price around $2/chip. It's amazing
only $2/chip, quarterly revenue still is around $200
mils.

所有跟帖： 

• 一言难尽。 -通往天国的路- ♀ (26 bytes) () 09/10/2007 postreply 13:13:24

• Who cares 美女 or 狐狸精. Take care yourself first -playForever- ♂ (78 bytes) () 09/10/2007 postreply 13:27:56

• thanks. -通往天国的路- ♀ (0 bytes) () 09/10/2007 postreply 13:29:34