I caught some comments the other day on bloomberg regarding airport screening and how unreliable the equipment is.. I think I also saw 'street.com'? make a mention of the same.. but those concerns have been around for nearly a year so not sure why it would matter now..
Funny- an analysts on the tube this morning had semi-stocks as a strong buy, defense as a strong sell..
Go figure :)
OSIS seems to be just waiting to see what INVN does here.. might be a safer play as the moves are less dramatic.