Now, the camera phone market is moving to 2 megapixels, and it looks like the companies winning the accounts are Micron, once again, and ST Microelectronics.

FORBES: Magazine Article

One of his top picks, ST Microelectronics, would make most value investors cringe: It trades at 56 times 2000 estimated earnings and more than six times sales.

FORBES: One ratio does not fit all

The Finnish company recently applied for a preliminary injunction, pointing the finger at ST Microelectronics, which is responsible for manufacturing the mic component for both Nokia and HTC.

ENGADGET

Now, the camera phone market is moving to 2 megapixels, and it looks like the companies winning the accounts are Micron, once again, and ST Microelectronics (nyse: STM - news - people ).

FORBES: A Bleak Outlook for OmniVision

Take France's ST Microelectronics, a semiconductor outfit.

FORBES: Another Look