You are almost right. However, the problem for the street was the revenue. In was light. As somebody before mentioned, margins were cut as well.
So they sell now than before. Is it a sign of strengh? I believe that it is temporary and better numbers will arrive in the future. Unfortunately, not everybody is buying it and they vote by selling the stock.
Yes, the company is very good, and if you do not need the money now, it is batter to wait since the next trade may be even worse than this one.