People were just realizing that some of these under-the-radar, smaller-type names had built pretty significant franchises on the Web. I would caution investors that in many cases the easy money has probably been taken care of, but there are still plenty of opportunities. |
Sentiment on this name is pretty weak. It's not like in prior years, where meeting estimates wouldn't do it. It's not a great blowout quarter by any stretch of the imagination, but they were able to show a little growth from the fourth quarter and that's at least a good sign. |