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 data storage specialist Isilon Systems
So what: This stock has more than quadrupled over the past year in a flurry of strong business results and takeover speculation. Earnings only kept pace with analyst expectations this time, but Isilon outperformed the average revenue target by more than 16%.
Now what: Storage giant EMC
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Fool contributor Anders Bylund holds no position in any of the companies discussed here. True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community. The Motley Fool is investors writing for investors.