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Probably, what had happened is that Apple had become such a basket-case that it simply decoupled from the stockmarket altogether.
ECONOMIST: Corporate finance
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Microsoft certainly has its basket full with peace disturbance complaints and even a potential doubleshot casing dispute with Apple -- perhaps distracting it from properly integrating Zune TV show uploads with Media Center.
ENGADGET: ZuneTVWatcher beta to bridge Media Center gap
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No mystery there: Analysts estimate that Apple orders composed 30% to 40% of Synaptics' sales--filling the customer basket with too few eggs is a common hazard for small companies (see p. 182).
FORBES: Touchy Touchy