it would most likely a semi guy the most because they can consolidate.
Otherwise, a user like Apple that buys 10s of millions of these things could benefit and cause pain on the competition by removing a supplier opportunity.
If I were Apple I'd buy OVTI plus a few other important semi suppliers on the cheap. Maybe consolidate all their headquarter functions into one since they would not need to do so much accounting, finance, marketing as Apple takes down significant capacity there is little left to sell to competitors.
This makes no sense. Why would ovti sell on the cheap when they can wring more out any buyer? I hear a lot of abuse and disdain on this board regarding management and yet I wonder how many of have run their own business? It's tougher then it looks.