Seeking Alpha
  • cheme
    Bad news for OVTI, sold it.
    10/14/11
    Reply (6)
    • Brandon Gibbs: what news?
      10/14/11
    • cheme: SNE chip found in the 4S.
      10/14/11
    • Brandon Gibbs: there were many chip makers found in the phone.. TQNT, OVTI, SNE..
      10/14/11
    • Brandon Gibbs: isnt it good news to even be a part of the 4s? regardless of who else got a piece of the pie?
      10/14/11
    • cheme: Not when it would affect ~30% of your revenue. It's either all SNE or SNE/OVTI. OVTI gave us a hint last quarter with soft guidance.
      10/14/11
    • Brandon Gibbs: ok i gotcha. i dont believe thats the case w/ TQNT though. i could be wrong but i think theyre more on the filter side of the iphone
      10/14/11