And from the update file: Back in April, Marc Cohodes of Rocker Partners, no stranger to this column, was quoted here as predicting that Engineering Animation (EAII:Nasdaq) would miss its second quarter after already having blown up for missing and having to restate past quarters. "Usually when you move the refrigerator and find a cockroach, in the tech business you find another one and another one," he said.

Well, EAII didn't miss the second quarter. Instead, on Oct. 1 it said that it would miss its third quarter and would have to restate second-quarter results.

Is there an exterminator in the house?