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: Shares of camera-chip specialist OmniVision Technologies
So what: Third-party teardowns of the Apple
Now what: Share prices are now back pretty much where they were before the first teardown uncovered an unmistakable Sony chip in an iPhone 4S. Theories abound, ranging from a wholesale Sony
For my money, OmniVision remains a screaming buy at these prices even if it had to eat the price difference on Sony's more expensive chips in a peer-to-peer bailout.
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