I really don't believe this is about strong third quarter numbers. If that's what you are hanging your hat on, I think you will be disappointed.
People are looking beyond that; To govt, to Seagate, etc. I believe many potential investors have been doing their DD and watching from the sidelines for awhile, and some believed the time was right and the developments were in place to jump in now, which probably caused others on the sidelines to follow the initial investors taking the plunge -- a ripple effect.