I keep seeing OVTI gaining massive market shares as they mass produce the WFC TrueFocus and the newly OmniPixel sensors. In yesterday presentation PL hinted that orders is picking up, especially the high end products. More importantly, investors were asking about WFC/TrueFocus after PL showed a couple slides clearly stated what he said about "Very high interest from customers in this new technology" and that they are ready for mass production. Check out Slides 6 and 7! http://www.ovt.com/data/presentations/Piper%20May%202007.pdf
I can see this stock hitting 52wk hi in this new semi cycle and may rise significantly higher as WFC become mainstream and OVTI gains market shares across many different markets! If I am MU or other companies I would want to buy OVTI now when it is still very undervalue ($20 offer for a stock potentially worth north of $35 when they start to ship TrueFocus/new products is a great deal!