Die Sau rennt durchs Dorf, Omnivision explodiert :eek: - 500 Beiträge pro Seite

[EL__Capo]

Hiermit lege ich euch die größte Perle ans Herz seit es Aktien gibt.

Omnivision ist ein Hersteller von Fotochips für Handys.



Hoch bei 70 Dollar

Runtergekommen auf 14 Dollar.

Eine Chance für jeden der sein Geld sicher anlegen möchte.

Informiert euch mal selber über dieses großartige Unternehmen.

http://www.ovt.com


OmniVision Technologies, Inc. is the world`s largest independent supplier of advanced, single-chip CMOS camera solutions.

Our CameraChips™ are used by companies that produce high volume imaging products used in digital video/photography, security & surveillance, video conferencing, automotive, machine vision, and mobile imaging markets.

Our CameraChips™ are designed into:


Cell Phones/ PDAs
Digital Still Cameras
Automobiles
PC Cameras
Security/ Surveillance
Toys
Biometric Readers
Bar Code Readers
Medical Devices

and a host of other products where small size, low power and cost are important factors.

[EL__Capo]

[EL__Capo]

Aktuell

15,87 Dollar

[EL__Capo]

OmniVision Wins GROW! Award For An Outstanding Three-Year Growth Record

SUNNYVALE, CA - May 18, 2005 - OmniVision Technologies, Inc. (Nasdaq: OVTI), the world`s leading supplier of CMOS image sensors, announced it has received the Association of Corporate Growth`s (ACG) prestigious annual GROW! award. Executive vice president Raymond Wu received the award from Robin Graham, managing director of Needham and Company, at an awards dinner ceremony held at the Computer History Museum in Mountain View, Calif. on May 5, 2005.

OmniVision won the award in the Emerging Growth category which recognizes companies with revenues less than $500 million per year that have demonstrated outstanding progress for at least three consecutive years.

OmniVision will now vie for the prestigious ACG International Award, competing with other regional winners in North America and Europe. Many of Silicon Valley`s past recipients, such as Cisco Systems, Linear Technology and McAfee, have gone on to win the ACG International Award. Since its inception in 1995, OmniVision has continued to grow year-over-year. In the last three years, revenues have grown from $46.5 million in the fiscal year ending April 30, 2002 to $318.1 million in the fiscal year ending April 30, 2004. Revenues for the first three quarters of fiscal year 2005 totaled $285.1 million. In each of the past four years, OmniVision made the Deloitte Technology Fast 500 list.



About ACG

Founded in 1954, the Association for Corporate Growth (www.acg.org) is a global association for professionals involved in corporate growth, corporate development, and mergers and acquisitions. Today ACG has more than 900 members from corporations, private equity, finance and professional service firms representing Fortune 500, Fortune 1000, FTSE 100 and mid-market companies in 46 chapters in North America, Europe and soon Asia.



About OmniVision

OmniVision Technologies, Inc. designs and markets high-performance semiconductor image sensors. Its OmniPixel® and CameraChip™ products are highly integrated single-chip CMOS image sensors for mass-market consumer and commercial applications such as mobile phones, digital still cameras, security and surveillance systems, interactive video games, PCs and automotive imaging systems. Additional information is available at www.ovt.com.

OmniVision, OmniPixel and CameraChip are trade-marks of OmniVision Technologies, Inc.



Contact Information

Company Contact:
Scott Foster
OmniVision Technologies, Inc.
[phone]

Investor Relations:
Philip Bourdillon, Eugene Heller
Silverman Heller Associates
[phone]

Media Contact:
Martijn Pierik
Positio Public Relations
[phone]

[Intruder2003]

Kaufen !!

total unterbewertet !

[vergaser]

Bin vor 5 Tagen auf OVTI aufmerksam geworden, da war der Boden gefunden. Hierzulande scheint sie niemand zu kennen.

Wir werden sehen.

[EL__Capo]

15,97 Dollar

[Skiniwilli]

Hoch war nicht bei 70$, sondern m.E. bei 35. Der Einbruch, so meine ich, war ein Split 2:1.

[KlingerP]

Interessanter Wert.
Sehr gute Finanzdaten:

http://finance.yahoo.com/q/ks?s=OVTI

Split 2:1 am 18. Feb 2004.
78% halten Instis.
Super Wachstum:
http://biz.yahoo.com/bw/050518/185243.html?.v=2
Warum so günstig bewertet (nur mit gut 8 fachem Cashflow!) obwohl an der Nasdaq?
Verstehe ich absolut nicht.
Kann jemand das erhellen?

Gruß, Klinger

[KlingerP]

Noch einen interessanten artikel gefunden.

http://www.fool.com/news/mft/2005/mft05032413.htm?source=ept…

er enthält 2 wesentliche Punkte:

1. Anwachsen der Lagerbestände im 1,3 Megapixel Chip bereich
(könnte vielleicht die niedrige Bewertung erkären, Investoren sind da nach den Jahren 2001/2002 sehr ängstlich, vor allem bei Chips)

2. Beabsichtigte Kooperation mit Nokia im Hochpreissegment
(macht die aktie zu einer interessanten Spekulation zu sätzlich den soliden Fundamentals)

Eure Meinungen dazu?

Gruß, Klinger

[KlingerP]

Financials detailliert:

http://finance.yahoo.com/q/is?s=ovti

Nettogewinn ca 20% vom Umsatz! Schaffen nicht viele Unternehmen.

[vergaser]

@ KlingerP

Der Kursrückgang damals wurde folgendermassen begründet:

28.2.2005

Omnivision: Ausblick enttäuscht

Omnivision Technologies hat seinen Nettogewinn im abgelaufenen Quartal von 18 auf 21,1 Millionen Dollar oder 33 Cents pro Aktie gesteigert. Der Umsatz des Herstellers von Spezialsensoren für digitale Fotografie wuchs gegenüber
dem Vorjahr von 93,6 auf 101,8 Millionen Dollar an. Die Analystenschar hatte laut Thomson First Call lediglich mit einem Gewinn von 27 Cents pro Aktie und einem Umsatz von 96 Millionen Dollar gerechnet.

Und jetzt wird es lustig:

Die unternehmenseigene Prognose für das laufende vierte Quartal, die bei einem Gewinn zwischen 29 und 34 Cent pro Aktie und Umsätzen zwischen 93 und 103 Millionen Dollar angesiedelt war enttäuschte allerdings. Die Omnivision Aktie rutscht nachbörslich aktuell um 8,86 Prozent auf 18,42 Dollar ab.

[EL__Capo]

16,17 Dollar

[KlingerP]

@vergaser , danke für die Info. Dann ist der Kursverfall Nasdaq typisch. Das Unternehmen kommt nach Jahren starken Wachstums in eine Stagnationsphase bei Umsatz und Gewinn und sofort wird geschmissen bis das KGV fast einstellig wird. Besonders wenn das allgemeine Sentiment schlecht ist - wie im März/April.

Das KANN eine sehr gute Einstiegschance sein, für den Fall, dass sich allgemeine Stimmung weiter bessert und die Umsätze und Gewinne von Omni wieder anziehen.
In solchen Fällen steigen die Aktien kleinerer solider Firmen dann oft überproportional.

Omni ist ja finanziell grundsolide und
durch ca 5,50 Cash/share abgesichert.


Die Nasdaq hat sich ein bisschen erholt im Mai, derzeit etwas überkauft, wird wohl noch 1-2 Wochen auskonsolidieren. Es stellt sich also noch die Frage nach dem optimalen Einstiegstiming für diejenigen, die nicht das Glück hatten, beim Low von 14 einkaufen zu können.
Ich denke in den nächsten 2 Wochen wird man gut kaufen können, wenn man an eine weitere Erholung der Nasdaq bis Jahresende glaubt.

Werde versuchen für 15,30-15,50 abzustauben, wenn das nicht klappt, dann springe ich auch notfalls auf einen anfahrenden Zug.

Gruß Klinger

[KlingerP]

..alle Zahlen im vorigen Posting in Dollar natürlich

[KlingerP]

Wenn die beabsichtigte Zusammenarbeit mit Nokia nicht nur eine Ente war, dann könnt das interessant werden.
http://de.biz.yahoo.com/050522/85/4jvi6.html
Auszug:
Auch das lange schleppende Geschäft mit teureren Modellen zeigt sich neuerdings munter: Der Umsatz mit Smartphones wie dem Communicator, einem Taschencomputer zum Telefonieren, legte im ersten Quartal um über 40 Prozent zu. Dazu schreiben die noch im Vorjahr defizitären Multimedia-Modelle schwarze Zahlen. Künftig sollen kaufkräftige Trendsetter bei Kamerahandys der "Serie N" landen. Ab Herbst wird etwa das N91 mit Speicher für 3000 Songs Apples Kult-Musikspieler iPod Konkurrenz machen.

[EL__Capo]

OmniVision Adds Finnish Flash?
By Stephen D. Simpson, CFA
March 24, 2005

Never let it be said that management at chipmaker OmniVision Technologies (Nasdaq: OVTI) doesn`t know how to get investors` tongues wagging.

In announcing a significant design win for the company`s 1.3 megapixel CMOS image sensor, the company referred to it as from "one of the world`s largest handset makers." Given that OmniVision is already doing business with pretty much every major cell-phone maker but one, speculation immediately turned to Nokia (NYSE: NOK) as the possible customer.

Though nobody should hold their breath waiting for public clarity on this matter -- neither the customers nor the vendors in this business make a habit of showing their cards -- there is more than a little anecdotal evidence to support the "Nokia thesis."

As I mentioned in an earlier piece, OmniVision`s inventory swelled in the most recent quarter, and much of that increase was for 1.3 megapixel chips. So is it just a coincidence that management announces a major customer a few weeks later? Given that negotiations can take time and that customers often want chips in their hands as soon as a deal is complete, the pieces do seem to fit together.

The deal would also make sense from Nokia`s perspective as well. Although competition is fierce from the likes of Agilent (NYSE: A), Micron (NYSE: MU), STMicroelectronics (NYSE: STM), and ESS Technology (Nasdaq: ESST), OmniVision is generally regarded as having top-notch quality and performance. So, as part of Nokia`s strategy to get back into a growth groove, it would make a certain bit of sense to make sure that its newest phones have good chips in them.

Frankly, though, my perspective is that it doesn`t really matter if the mystery customer is Nokia or not. Sure, it would be great if the company added such a major client to its roster, particularly if that helps burn off that inventory quickly. But even if it`s a prior customer simply signing on for the 1.3 megapixel chip, that`s still good news.

So, is everything hunky-dory for OmniVision now?

The answer depends almost entirely on whether you ask a bull or a bear.

Bears are going to keep grousing about the inventory, the risks of competition and commoditization, and the Securities and Exchange Commission inquiry until those issues go away. What`s more, judging by the huge short position in these shares, there are a lot of people betting against OmniVision right now.

On the bull side, you have a growing company with good margins, good return on assets and equity, and a very cheap-looking valuation. In addition to all of that, this new customer order for 1.3 megapixel chips certainly doesn`t hurt.

If ever there were a company that accentuated the importance of due diligence, it`s this one. While the valuation makes it look like a real winner, nobody yet knows whether that SEC cloud over the company is going to send an ill-timed lightning bolt into the stock. Although it will be absolutely critical going forward to track operating metrics like margins, inventory turns, and cash flow, today`s valuation could make this a big winner for investors who can step up to the plate and swallow the risk today.

For more on the chip world:

[vergaser]

@ KlingerP

Bin Ende vorletzter Woche mit einer kleineren Position zu 14,25 USD reingegangen, am Freitag dieser Woche habe ich zu 15,90 USD nachgelegt. Ich denke auch , das der Aufwärtstrend begonnen hat, da Ovti fundamental unterbewertet ist. Das 52 Wochen- Low lag Mitte August letzten Jahres bei 9,02 USD , das wären dann im Verhältnis zu dem ersten Enstieg gerade einmal 36 % Verlust.... im ungünstigsten Falle.
Ein Stop-Loss habe ich bei 10,5 USD gesetzt. Im Moment halte ich einen Anstieg auf 22,00 bis 23,00 USD für realistisch.
Das wäre dann 50% Gewinn mit dem Risiko eines 30 prozentigen Verlustes.

Hat jemand Infos über die Verhandlungen mit Nokia ?

[Intruder2003]

Der Nokia Deal scheint zu klappen !

[EL__Capo]

Intruder

Hast du klarere Infos

[vergaser]

@ Intruder

Das hier soll kein Pusherthread sein, also bitte nur sachdienliche Informationen hier reinstellen.

[KlingerP]

bei den Volumina, die an der Nasdaq gehandelt werden,
Freitag 1,1 Mio Stück a 16 Dollar!) wird der Kurs ohnehin nicht von w-o Diskutanden und Lesern gemacht, solange niemand so dumm ist, in Deutschland deutlich über pari (Nasdaq Kurs beachten ) zu kaufen. Pushen also komplett überflüssig.

Eine aktuelle Info zu dem Nokia Deal würde mich allerdings auch sehr interessieren.

[EL__Capo]

16,40 Dollar im Ask

[KlingerP]

23, el capo, es sieht so aus, als wäre die Omni während der Ruhepause auf 14 zur Rennsau geworden.

[EL__Capo]

Klinger

Immer mit der Ruhe.

Man muss etwas Geduld aufbringen und long denken.
dann ist man sicherlich auf der richtigen Seite.

Hier ist enormes potenzial vorhanden.

das soll kein Pushversuch sein, sondern nur meine Meinung.
Die Börse scheint es genauso zu sehen.

Allen Investierten weiterhin viel Glück

[KlingerP]

el capo, ich denk ja long in Omni, aber habe sie noch nicht. deshalb passt es mir ja nicht dass die Sau gleich so schnell davonwetzt.

Ernsthafter: Die Nasdaq denkt immer noch nicht ans Konsolidieren der Überkauftheit und das finde ich nicht so gut, weil dann später die Gegenreaktion meist heftiger kommt (hab noch andere Werte) ... in der Ruhe liegt die Kraft, da sind wir einer Meinung.

[EL__Capo]

[KlingerP]

na wer sagts denn, die Nasdaq kann ja doch noch ihren schnellen Ansteig auskonsolidieren wie im Bilderbuch, um für einen weiteren Anstieg fit zu werden. Kleinere Abschläge, zu Handelsende
oft wieder ausgeglichen, alles im grünen Bereich. Sollte noch ein paar Tage so weitergehen, dann bin ich zufrieden.


Gruß, Klinger

[KlingerP]

Da ich die Aktie immer noch besitzlos auf der WL habe: Nun beginnt es wieder , das Downgrade Spielchen vor den Quartalszahlen am 23. 6. Mal sehen ob die rechtbehalten. Denke die Quartalszahlen und der GB werden einen Hinweis geben. :

http://biz.yahoo.com/cbsmb/050620/986d69477c284a9ba06ff0c9dc…

MarketWatch
Market Pulse: OmniVision cut to underperform at Jefferies
Monday June 20, 1:13 pm ET
By Michael Baron


NEW YORK (MarketWatch) -- Shares of OmniVision Technologies Inc. slid almost 6% to $14.70 on Monday after Jefferies & Co. lowered its rating on the Sunnyvale, Calif., maker of semiconductors for digital cameras to underperform from hold and slashed its price target to $11 a share from $18. The firm said it expects OmniVision to offer a below consensus outlook when it reports financial results for its fiscal fourth quarter on Thursday because of ongoing technical issues with its OmniPixel 2 megapixel and above sensors, an inventory overhang and increased competition. Jefferies specifically noted that its channel checks indicate business with Nokia has yet to materialize, and that it believes Micron Technology won 2 megapixel design wins at the Finnish mobile phone giant.

[hasi22]

jiiiiietzt gehts wirklich los
habe der Sache zu wenig getraut,
heute wieder eingestiegen

[vergaser]

218,4 Mio Dollar Umsatz bei 37,9 Mio Dollar Gewinn, das sind über 17% Marge, nach Abzug aller Kosten, man könnte ohne Übertreibung sagen, wir haben hier eine Perle im Depot.

Heute war schön zu beobacheten, wie Ovti trotz schwachen Marktumfeldes zugelegt hat. Mehrmals wurden die 15 Dollar im Handelsverlauf überwunden.

[vergaser]

OmniVision Takes Lead in Mobile Cameras with New 2 Megapixel Sensor; Launches World`s First Fully Integrated 1/4 Inch 2 Megapixel Sensor
OmniVision Technologies, Inc. (NASDAQ OVTI), the world`s leading supplier of CMOS image sensors, today unveiled the world`s first fully integrated 1/4 inch 2 megapixel CameraChip(TM), the OV2640. This new sensor is based on OmniVision`s latest 2.2 micron OmniPixel2 architecture, allowing it to be assembled in the very popular 8 x 8 mm sockets with a building height of about 6.5 mm. This is essentially the same size as today`s standard 1.3 megapixel camera modules, giving mobile handset and device designers, for the first time, the ability to easily upgrade and implement a high volume mainstream 2 megapixel camera solution.

"Most of our competitors are now just releasing their first 1/4 inch 1.3 megapixel sensors, something that we have provided for over 2 years," said Per Rosdahl, Senior Product Marketing Manager at OmniVision. "We are particularly proud to once again take the lead in camera miniaturization for the mid to high-end segment of the camera phone market."

The OV2640 takes advantage of the many process and design improvements of the new OmniPixel2 architecture, including more vibrant color, a zero-gap micro lens structure, an increased fill factor as well as significant improvements in the quantum efficiency and "full well" capacity resulting in a very small but highly sensitive 2.2 micron pixel.

"We are experiencing very early success with the OV2640 with several design wins already secured," Rosdahl continued. "We believe the advantages of its size and features make it the clear choice for those customers wanting to take an early lead in the pixel race for mid to high-end camera phones."

In addition to the benefits of the OmniPixel2 architecture, OmniVision also integrated an advanced image signal processor called OmniQSP(TM). OmniQSP provides high-grade picture processing and features traditionally only found in digital still cameras (DSC). This advanced imaging processor has become very important as the camera phone continues to evolve from a simple gadget to a full fledged DSC.

The OV2640 is powered with an integrated compression engine, a major benefit to customers because it allows them to use the same camera interface bandwidth as the 1.3 megapixel sensor. Combined with the same form factor as a 1.3 megapixel sensor, customers adopting the OV2640 can easily upgrade their platforms to 2 megapixels without hardware or mechanical changes.

The OV2640 is currently available for general sampling.

About OmniVision

OmniVision Technologies, Inc. designs and markets high-performance semiconductor image sensors. Its OmniPixel and CameraChip products are highly integrated single-chip CMOS image sensors for mass-market consumer and commercial applications such as mobile phones, digital still cameras, security and surveillance systems, interactive video games, PCs and automotive imaging systems. Additional information is available at www.ovt.com.

Safe-Harbor Language

Certain statements in this press release, including statements regarding the performance, achievements and capabilities of OmniPixel2 and the OV2640 CMOS image sensor, are forward-looking statements that are subject to risks and uncertainties. These risks and uncertainties, which could cause the forward-looking statements and OmniVision`s results to differ materially, include, without limitation: potential errors, design flaws or other problems with OmniPixel2 or the OV2640 CMOS image sensor; risks associated with building customer acceptance of and demand for OmniPixel2; the development of the market for CMOS sensors in the camera phone market as well as in markets for other portable applications incorporating image sensors; the rapid changes in technical requirements for camera phone products; competitive risks; as well as other risks detailed from time to time in OmniVision`s Securities and Exchange Commission filings and reports, including, but not limited to, OmniVision`s most recent annual report filed on Form 10-K and quarterly report filed on form 10-Q. OmniVision expressly disclaims any obligation to update information contained in any forward-looking statement whether as a result of new information, future events or otherwise.

OmniVision, OmniPixel and CameraChip are trademarks of OmniVision Technologies, Inc.

[vergaser]

Es kommt wieder Schwung rein

Realtime Ask: 14,92 USD

[vergaser]

starker Kursanstieg unter anhaltend hohem Handelsvolumen.

jetzt über 2,8 Millionen gehandelte Teile.

Höchstkurs heute 16,30 USD

Ask realtime 16,00 USD, Bid 15,99 USD

+ 6,67 %

[vergaser]

Tageshöchstkurs aktuell 17,78 USD

ASK Realtime 17,74 USD
BID Realtime 17,74 USD

Kurs 17,74 USD Volumen 2337 433 Teile

[vergaser]

Neuer Höchstkurs: 18,03 Euro

schlafen hier alle ??????

[vergaser]

Neuer Höchstkurs : 18,90 USD

ASK : 18,80 USD
BID : 18,87 USD

+ 4,8 %

[vergaser]

Neuer Höchstkurs 22,49 USD

Extrem hohes Volumen 8.000000 Teile bis jetzt gehandelt


Realtime :

ASK 21,71 USD
BID 21,69 USD

+ 19 %

[vergaser]

OmniVision Reports Record Financial Results for Fiscal Second Quarter 2006
- Revenue Reaches $126.8 Million
- Company Posts Earnings of $0.41 per Diluted Share
SUNNYVALE, Calif., Dec. 1 /PRNewswire-FirstCall/ -- OmniVision Technologies, Inc. (Nasdaq: OVTI), a leading supplier of CMOS image sensors, today reported financial results for the second quarter of fiscal 2006 which ended on October 31, 2005.

Revenue for the second quarter was a record $126.8 million, up from $96.0 million in the first quarter of fiscal 2006, and $84.4 million in the second quarter of fiscal 2005. Net income in the second quarter was a record $22.6 million, or $0.41 per diluted share, compared to net income of $14.4 million, or $0.25 per diluted share, in the first quarter, and net income of $17.8 million, or $0.28 per diluted share, in the prior-year period.

Revenue for the first six months of fiscal 2006 was $222.8 million, compared to $183.2 million for the same period in fiscal 2005. Net income for the first six months of fiscal 2006 was $37.0 million, or $0.65 per diluted share, compared to net income of $37.6 million, or $0.60 per diluted share, for the same period in fiscal 2005.

Strong demand from mobile handset manufacturers had a positive impact on OmniVision`s revenue during the period. Revenue from Silicon Optronics, the Company`s joint venture with Powerchip Semiconductor Corporation which was consolidated for the first time in the first quarter of fiscal 2006, represented about 4% of total revenue in the quarter, and revenue in the quarter from the sale of previously reserved products was less than $1.0 million.

The Company`s gross margin for the second quarter was 36.1%, compared to 33.3% last quarter. The improvement in gross margin was principally due to a favorable product sales mix and better production yields. The Company booked additional reserves for possible excess and obsolete inventory of approximately $1.5 million during the quarter.

In response to strong demand from mobile handset manufacturers and other customers, OmniVision increased its inventories during the quarter. At October 31, 2005, inventories were $71.1 million, compared to $61.4 million on July 31, 2005 and $58.4 million at April 30, 2005. Most of the increase was from work-in-progress, representing products which will become available for sale in the third quarter. Inventory turnover remained within the Company`s target range of four to five times per year.

The Company ended the period with a strong cash and short-term investments position totaling $266.1 million, which is net of the cash used in the Company`s share repurchase program as discussed below.

`We are delighted to report record revenue and earnings for the quarter,` said Shaw Hong, OmniVision`s president and chief executive officer. `We achieved strong growth and solid gross margins during the quarter, which we believe are indicative of broad market acceptance of our family of image sensors in both mainstream and advanced applications. We are optimistic about our future prospects.`

Share Repurchase Update

During the quarter, the Company purchased 4,620,000 shares for $62.4 million, for an average cost of $13.51 per share. Share repurchases during the quarter increased earnings in the quarter by $0.02 per share. Since June 2005, when OmniVision`s Board authorized up to $100 million of the Company`s cash to repurchase its own stock in an open market program, OmniVision has repurchased 5,870,000 shares at a total cost of $79.6 million.

Outlook

Based on current trends, the Company expects fiscal third quarter 2006 revenue to be in the range of $130-$140 million and diluted EPS to be in the range of $0.42-$0.47 per share.

Conference Call

OmniVision Technologies will host a conference call today to further discuss these results at 2:00 p.m. Pacific Time. This conference call may be accessed by dialing 866-578-5788 or 617-213-8057 and indicating passcode 88700856. The call can be accessed via a webcast at www.ovt.com.

A replay of the call will be available approximately one hour after the call and last for seven days. To access this replay, dial 617-801-6888 and enter passcode 58026933. A Web replay will be available for approximately 90 days at www.ovt.com.

About OmniVision

OmniVision Technologies designs and markets high-performance semiconductor image sensors. Its OmniPixel(TM) and CameraChip(TM) products are highly integrated single-chip CMOS image sensors for mass-market consumer and commercial applications such as mobile phones, digital still cameras, security and surveillance systems, interactive video games, PCs and automotive imaging systems. Additional information is available at www.ovt.com.

NOTE: OmniVision, CameraChip, and OmniPixel are trademarks of OmniVision Technologies, Inc.

Safe Harbor Statement

Certain statements in this press release, including statements relating to the Company`s expectations regarding revenue and diluted earnings per share for the quarter ending January 31, 2006 and our optimism regarding our future prospects, are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on management`s current expectations, and important factors could cause actual results to differ materially from those in the forward-looking statements. These important factors include, without limitation, competition in current and emerging markets for image sensor products, including pricing pressures; the Company`s ability to obtain design wins from various image sensor device manufacturers including manufacturers of mobile phones and digital still cameras; wafer manufacturing yields and other manufacturing processes; the Company`s ability to accurately forecast customer demand for its products; the development, production, introduction and marketing of new products and technology; the potential loss of one or more key customers or distributors; the Company`s strategic investments and relationships, and other risks detailed from time to time in the Company`s Securities and Exchange Commission filings and reports, including, but not limited to, the Company`s most recent annual report filed on Form 10-K, and its most recent quarterly report filed on Form 10-Q. The Company expressly disclaims any obligation to update information contained in any forward-looking statement.`


OMNIVISION TECHNOLOGIES, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS
(in thousands, except per share data)
(unaudited)

October 31, April 30,
2005 2005
ASSETS
Current assets:
Cash, cash equivalents and short-term
investments $266,076 $294,715
Accounts receivable, net 73,548 59,740
Inventories 71,056 58,429
Refundable and deferred income taxes 5,390 5,402
Prepaid expenses and other assets 5,333 2,542
Total current assets 421,403 420,828

Property, plant and equipment, net 18,978 19,342
Long-term investments 16,543 6,814
Goodwill 4,892 4,892
Intangibles, net 25,626 26,414
Other non-current assets 2,249 1,543
Total assets $489,691 $479,833

LIABILITIES, MINORITY INTEREST AND STOCKHOLDERS` EQUITY

Current liabilities:
Short-term borrowings of consolidated
affiliate $894 $--
Accounts payable 48,680 26,081
Accrued expenses and other current
liabilities 14,416 14,196
Accrued income taxes payable 41,816 32,313
Deferred income 8,272 5,483
Total current liabilities 114,078 78,073

Long-term liabilities:
Deferred tax liabilities 8,392 9,347
Total long-term liabilities 8,392 9,347
Total liabilities 122,470 87,420

Minority interest 16,926 2,315

Stockholders` equity:
Common stock, $0.001 par value; 100,000
shares authorized; 58,074 issued and 52,204
outstanding at October 31, 2005 and 57,634
shares issued and outstanding at April 30,
2005, respectively 58 58
Additional paid-in capital 266,326 263,102
Accumulated other comprehensive loss (463) (25)
Treasury stock, 5,870 shares at October 31,
2005 and zero shares at April 30, 2005 (79,568) --
Retained earnings 163,942 126,963
Total stockholders` equity 350,295 390,098
Total liabilities, minority interest and
stockholders` equity $489,691 $479,833


OMNIVISION TECHNOLOGIES, INC.

CONDENSED CONSOLIDATED STATEMENTS OF INCOME
(in thousands, except per share amounts)
(unaudited)

Three Months Ended Six Months Ended
October 31, October 31,
2005 2004 2005 2004

Revenues $126,820 $84,436 $222,814 $183,243
Cost of revenues 80,997 46,213 145,062 105,281
Gross profit 45,823 38,223 77,752 77,962

Operating expenses:
Research and
development 9,935 6,680 18,412 11,844
Selling, general
and administrative 9,059 7,052 15,835 14,174
Stock-based
compensation -- 352 2 555
Total operating
expenses 18,994 14,084 34,249 26,573

Income from operations 26,829 24,139 43,503 51,389
Interest income, net 2,094 899 4,053 1,559
Other income (loss),
net 36 (323) 59 (661)
Income before income
taxes and minority
interest 28,959 24,715 47,615 52,287
Provision for income
taxes 5,791 6,921 9,523 14,641
Minority interest 571 -- 1,113 --
Net income $22,597 $17,794 $36,979 $37,646

Net income per share:
Basic $0.42 $0.32 $0.67 $0.67
Diluted $0.41 $0.28 $0.65 $0.60

Shares used in computing
net income per share:
Basic 53,807 56,485 55,493 56,396
Diluted 55,486 63,031 57,193 62,305


SOURCE OmniVision Technologies, Inc.



Source: PR Newswire (December 1, 2005 - 4:00 PM EST)

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[vergaser]

Als Einzelunterhalter hier darf ich nochmal die aktuellen Kurdaten reinstellen .

Neue Höchstkurse heute an der Nasdaq:

27,80 USD

Momentan:

27,65 USD

+6,35%

[vergaser]

Seit dem 19.5.2005 bedeutet dies genau 75% Kursplus im
Depot.

[vergaser]

OmniVision Tech. neues Kursziel
Quelle: Banc of America Sec.
Datum: 13.02.06

Rating-Update:

Die Analysten der Banc of America stufen die Aktie von OmniVision Technologies (ISIN US6821281036/ WKN 936737) unverändert mit "buy" ein. Das Kursziel werde von 28 auf 35 USD angehoben.
Analyse-Datum: 13.02.2006