I think it was a strong quarter but given the level of movement in the stock over the last few weeks expectations had gotten to a point where more upside was likely anticipated both for this quarter and for the forecast.
It was a solid number, really, across the board and a little revenue upside and strong gross margin.
Their earnings are in line with expectations for this quarter and the next, but there was no upside and the stock was priced for some degree of upside.