I recall quite clearly that in April, after YHOO and EBAY reported the very same DLJ raise its targets to $300 for both stocks. YHOO proceded to fall from $244 to $110 and EBAY from $221 to the summer low of $70.
If you have traded i-nets as I have, you know that post-earnings resistance for i-nets can get ugly.
While the seasonal aspects help DCLK, nothing else does.
BTW, you know that "faster than industry" growth just doesn't cut it for i-net valuiations. You'll note that sequential growth as well as quarter-on-quarter growth for DCLK has been slowing considerably. Add to this DCLK remains far from profitablity and we have a post-earnings sell off ahead. Granted it may not be that intense (like falling to the 50s in August), but if you think that DCLK will continue to climb without pause, you are only fooling yourself.