The analysts actually had to raise their estimates massively after OVTI gave guidance after their prior quarter. That's the only reason they were even close, and the only reason next quarter's estimates were so high. 3 month's ago their estimates for next quarter were much lower. Added together, OVTI's January and April quarters in 2013, even at the low end of guidance, are up 55% year over the same 2 quarters in 2012. The analysts are upset because they look incompetent.
I agree with you for the most part, however Crus had 25 million pulled into last qtr and would have been spot on estimates for this qtr. Omnivision beat estimates by 10-11 million, but if you add this amount to the high end of their guidance they still would only be around 341 million against estimates for 371 million about 30 million below. So I can see why they are getting killed but not so much us.