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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Fool contributor Anders Bylund has created a synthetic long position in OmniVision but holds no other position in any of the companies discussed here. The Motley Fool owns shares of Apple. Motley Fool newsletter services have recommended buying shares of and creating a bull call spread position in Apple. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. You can check out Anders' holdings and a concise bio, follow him on Twitter or Google+, or peruse our Foolish disclosure policy.