i see a lot of small cap tech's beating by small amounts and getting hugely rewarded. a few of today's examples are SIMG and OCZ. the headline numbers for both aren't alarmingly good yet they were up 14-15%. DTLK is only projecting similar earnings to last year, which seems pretty darn beatable. if all goes as expected, we should see new multi-year/all-time highs.
then there was APKT and CTCT which released what appears to be BAD news about earnings and they both jumped 9% and 16% respectively.
geez, looking at this, the market may be forming a bubble. but if the past is any guide, this bubble may keep blowing up for a while. at some point, hopefully DTLK gets to a bubble price. I'd say a bubble price for DTLK would be about $18 unless earnings and guidance are homeruns.
If you want some comparisons turn to ELX same space, similar revenue but a hell of a lot more shares out. ELX since eanings a couple weeks ago has jumped a couple points. No way if they do what they should do this qtr not close in on 52 week high.