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 bulk storage specialist Quantum
So what: Quantum's fourth-quarter report met analysts' earnings estimates on somewhat disappointing revenue, and management pointed to more of the same in the next quarter. The good news comes from the full-year 2012 guidance, where management sees a return to revenue growth after four straight years of shrinking sales.
Now what: This pop brought Quantum's one-year returns to a respectable yet market-lagging 13%. In a red-hot year for storage systems that saw EMC
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