This is an exciting company, ... This is a leader in an emerging sector within technology. These guys are in the space called applications hosting. These guys are sharing a consortium technology and have explosive top line (revenue).

We're on the cusp of another two years of impressive growth (for IDEC),

I think it's a great time to find buying opportunities in names that you can revisit, ... It's a lot easier to buy stocks as they're coming towards you rather than running away from you. It's a good time to sharpen your pencil and go after some of these names that have kind of run away on valuation.

It was an extremely successful IPO, ... And I think the company is going to be a great company to follow for the next few years.

I remain bullish on the tech tape, ... I think short term we might be a little bit overbought here. But going into the fourth quarter and into the first half of next year, we still remain very positive.

These guys (are in the business of creating) enterprise software, the focus is on systems management. They've got a couple of catalysts in front of them, one of which is that on Oct. 19, they're going to launch their e-business strategy. BMC has had a nice move and might be a good place to play in the fourth quarter as people are looking to go back into some of these software names that they've been avoiding all year.