What I see in retrospect is that more than any other company in the defense business, General Dynamics has looked to the numbers to decide how it should deploy its capital, even when that meant adopting a strategy completely contrary to what competitors and analysts were recommending.

FORBES: Why General Dynamics Could Outperform Amid Defense Cutbacks

So why not get a car that's completely thrilling every day, even when you pick the kids up from violin lessons?

FORBES: Vehicles Feature

The argument goes that even though Vertex is going to sell a ton of telaprevir over the next few years, sales could crater when even newer drugs hit the market and completely change things again--hence the excitement about both Zymogenetics and Idenix.

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Nonetheless, on August 18, before the stock market went completely haywire, Netscape investors got some good news when the company posted a break-even result rather than the two- cents-a-share loss most analysts had been expecting.

FORBES: Net confusion