is sndk in the same boat as ovti?charts are very much alike.i wonder when sndk earnings come out?
sndk/toshiba is dictated by Samsung who is the 800lb gorrilla in NAND flash. sndk and I was burned by Samsung's price slash last qtr., and another 30% price cut was anticipated in Q4 per company CC.in image sensor, OVTI/TSMC dictates or getting close to.
Flash memory is commodity product. CMOS sensors are not (yet anyways). You can't value these companies using the same metrics.