"With OVTI, one can definitely see the good and bad side of winning Apple’s business," remarks...


"With OVTI, one can definitely see the good and bad side of winning Apple’s business," remarks Williams Financial's Cody Acree, as he discusses OmniVision's (OVTI +2.1%) October quarter guidance for huge sales and record-low gross margins. Apple's enormous orders are accompanied by demands for cutting-edge parts that haven't been cost-optimized, hence the margin hit. Qualcomm (QCOM) and Cirrus Logic (CRUS) may be dealing with similar problems (I, II). (OVTI transcript)

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