Adding to SPLK position tomorrow in some way/shape/form with coming user conference announcements, may they be good ones.
Additionally I maintain:
Security Industrial Complex needs SPLK in a huge way. The fact that nobody knows exactly what Snowden took has everyone freaked. There's so many private firms (with nsa.gov or regular .gov contracts) #$%$ themselves, scrambling for compliance to regulations that don't yet exist.
Leave in nasdaq outage, the same logic applies to the Finance Industrial Complex, even more so. This is a double edged sword, because as Banks/ECN/Exchange embrace the tech, they buy the stock.
Direct work with government is a market as well. NSA needs big data.
Social/Mobile/E-comm/Cloud Christmas - somebody has to build/test/deploy/monitor/analyze/verify/report e-fluff phone experiences we've turned to.