Headline shock. I would recommend looking at the trajectory of revenue increase by quarters. In the case of OVTI they were coming out of a very weak 08 calendar year, recording 80Mil revenue for their Jan 09 fiscal quarter. The important statistic for market share is that by the Oct quarter revenues had soared to 189mil, a growth rate in revenues alone of over 200%. That my friends is what you need to focus on for it reveals the competition loosing market share to OVTI big time. As to Sonys still camera. What?
headline "shock" is exactly the term that I have in my head. "surprise" is not good enough for this stock, it has to be shock. Going from $80mil a year ago to $160 mil is a good start, but guidance has to continue the shock....and I think it will.