its definitely a wag, but it seems most likely that the neng move was a delayed reaction to msft's big contract with the air force. The reports are stressing security and neng is the company that makes the NS series firewall appliances. the inference is that the dod is looking to do something also. I have no clue what this means to neng in specific dollars, if this is the reason for the stock to pop, if its going back down, why there was a delayed reaction, or why in f--- it fell to 1.20 or whatever when it was a nearly sure thing that neng would benefit mightily from its security partnership with msft, on top of the tight relationship it has with emc(STILL centera's only manufacturer)