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Opinions Paul O'Neil
Omnivision Technologies IncOVTIBUY ON WEAKNESSMar 19, 2004
Has been a great company. The last quarter wasn't exciting as the rates of growth had slowed down a bit. Is cautious on all companies with multiples greater than 25. Would buy in the low $20's.
Paul O'NeilUnknown
$25.40
Stock price when the opinion was issued
electricalelectronic
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Makes the sensors for cameras that go in iPhones, Blackberries and iPads. Very fast growth rate. Trading at about 11-12 times earnings. Good cash on the balance sheet. Huge Beta to the stock market.
Peter HodsonOwned
electricalelectronic
