Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Network security specialist Fortinet
So what: Fortinet's sales jumped by 29% year over year and earnings got an 88% boost, blowing right past even the most optimistic analyst forecasts with ease. Security solutions for large enterprises is clearly a hot commodity right now, placing Fortinet at the heart of the action.
Now what: In an era when chip giant Intel
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