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 Digital River
So what: Although revenue and earnings met or exceeded management's guidance, investors cried a river -- presumably because of what The Associated Press called "a conservative outlook for 2011."
Now what: The provider of e-commerce tools runs a high-margin business that scales easily. It suffered a big blow when Symantec
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