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 Compellent Technologies
So what: Buyout speculation may have fueled the rally. Compellent provides networked storage technology, and in the wake of the 3PAR bidding war and Isilon Systems
Now what: Both Dell
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