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 Stamps.com (NASDAQ:STMP) got left behind today, falling as much as 15% today after research group Craig-Hallum said the mailing specialist's website had experienced a number of IT outages this month.

So what: Notably, Craig-Hallum reiterated its buy rating on Stamps.com, so the comment wasn't intended to send shareholders running. The postage service is coming off a strong third quarter during which PC-postage revenue grew 20%, and it saw adjusted EPS grow to $0.50 from $0.38 a year ago.

Now what: Shares shot up 35% in the days following the last earnings report, so this pullback may be partially based on a perception that the stock was overbought. The stock is an appealing play on a fading post office system, and growth prospects look strong. We'll learn more in the next quarterly report about the seriousness of the technical problems, but this appears to be simply a short-term matter. There's no reason to change your investing thesis based on today's drop.

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Jeremy Bowman and The Motley Fool have no positions in the stocks mentioned above. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.