too much focus on Apple/OVTI relationship. Volatility in stock is mainly attributed to the perception that OVTI is become a less significant player in Apple supply chain, which is not the case; they are, and in a big way.
That notwithstanding, investors should focus on OVTI and Samsung relationship, as Samsung offers more significant growth play for OVTI inclusion in their phones/IPADs/TVs. Samsung is big elephant now, and is taking significant marketshare from Cupertino crowd.
OVTI is significantly undervalued right now and should be a 20 stock by 2nd quarter. These guys are buying back their shares in record numbers and is a great sign of strong management acumen.