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: Shares of computer security specialist SourceFire (Nasdaq: FIRE) spiked for a brief moment today to 23.3% above Friday's closing price before settling down to a less abrupt trading range some 7% above that old Friday level.

So what: SourceFire has no news of its own to explain this move, and shrugged off an analyst upgrade without much of a market reaction Friday. But fellow network security experts FortiNet (Nasdaq: FTNT) and Symantec (Nasdaq: SYMC) spiked in unison with SourceFire in a move befitting an Olympic-level team of synchronized swimmers, albeit to smaller degrees.

Now what: None of the jumping security stocks has anything major going on today and none of the spikes had much staying power. This could be a delayed and somewhat misdirected reaction to buyout news elsewhere in the enterprise computing sector, or perhaps a well-heeled hedge fund or mutual fund opening large positions in the security sector. If it's the latter, we'll see the details in Form 4 or Form 13 SEC filings over the next few weeks, and if not, you can chalk this up to another one of Mr. Market's nutty antics.

Interested in more info on SourceFire? Add it to your watchlist by clicking here.