Friday, October 26, 2007

More Hynix Scares

Barron's: American Technology Research analyst Doug Freedman cut his Omnivision rating based on expected Hynix competition, among other things. Freedman notes that Hynix is entering the image sensor market, “creating more uncertainty.”

All these Hynix fears are very exaggerated, in my opinion. Even if Hynix becomes a strong competitor in the end, it has a very long road ahead.

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