Himax's Share Price Ride: Is BofA Merrill Lynch To Blame? Seeking Alpha dances rather clumsily around the issues and throws in some Oculus stuff for some reason

This is interesting Mr. Shaughnessy asks "Why the Downgrade?" and then neglects to answer the question. Because, he says:

"The report quoted weaker projected LCoS and margin projections while raising 2015's estimated sales growth from 30% to 32.5%."

But why weaker LCOS demand?

Because the BOA note cited short battery life and poor performance in bright light situations. (see story below)

http://seekingalpha.com/article/2111433-himaxs-share-price-ride-is-bofa-merrill-lynch-to-blame