Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Camera chip designer OmniVision Technologies
So what: OmniVision blew estimates right out of the water in last night's second-quarter report. Leadership in the suddenly red-hot back side illumination sensor technology has made OmniVision chips a must-have feature in everything from laptops to smartphones, and the success is showing in the company's sales and profits.
Now what: This company took a huge risk in pushing forward with BSI technology when Sony
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