tag:blogger.com,1999:blog-7294165939647321702.post2436542083891851108..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Omnivision: Seeing ValueSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7294165939647321702.post-24659401738735529772011-12-01T19:59:44.378-05:002011-12-01T19:59:44.378-05:00Hi Anon,
I don't think the cash is worth its ...Hi Anon,<br /><br />I don't think the cash is worth its stated value, because the taxes this company pays are ridiculously low; before shareholders can see any of it, there would be huge repatriation taxes.<br /><br />It does look cheap though, but the customer concentration and requirement to constantly come up with superior technology still scares me off a little.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-12987465459109784352011-11-25T19:42:08.989-05:002011-11-25T19:42:08.989-05:00Thanks SajThanks SajAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-89472552978815967352011-11-23T18:15:48.409-05:002011-11-23T18:15:48.409-05:00Hi Anon,
Quite a fall it has taken! I'll have...Hi Anon,<br /><br />Quite a fall it has taken! I'll have another look, and post back here if I have any thoughts.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-31611196594332046792011-11-22T02:40:41.633-05:002011-11-22T02:40:41.633-05:00Hi Saj,
Would you invest in OVTI now that it is a...Hi Saj,<br /><br />Would you invest in OVTI now that it is almost selling at cash at hand.<br />It is a cash bargain. Or would you avoid it due to iphone 4s miss.Anonymousnoreply@blogger.com