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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Fool contributor Anders Bylund holds no position in any of the companies discussed here. Intel is a Motley Fool Inside Value pick. Motley Fool Options has recommended buying calls on Intel. The Fool owns shares of Intel. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is investors writing for investors.