Gigamon, Inc. (GIMO)

[henry-reardon]

On October 28th, company insiders sold over 7 million shares at $38.50. Given that the company IPO was barely 3 months old, the stock has summarily had its face cut-off. Even though the company is mid-cap, I believe it employs less than four hundred people. One wonders if the senior officers are Larry, Curly, and Moe. Regardless of the SLIGHTLY weak forward forecast, Gigamon shot the lights out of Q3 2013...... and dropped 15% today. None of the "talking heads" will go near this thing, though a guy over at TMF (Motley Fool) had the courage to tell it like it is.
I took Palo Alto Networks on a similar IPO "ride" last year, and swore I would never do it again. Make your money and get out. Unfortunately, I forget all about my discipline any time I drill-down on this company, because it has tremendous growth and an enviable position in what I consider to be an industry in its INFANCY. This is a long-winded way of saying that my Gigamon conviction keeps trumping my investment discipline. Sell Gigamon and start drinking? Or hold Gigamon and start drinking?
Suggestions?