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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Return to Sender who wrote (10991)	8/15/2003 11:39:51 AM
From: Donald Wennerstrom	Read Replies (1) of 95703

<7:27AM MRVL estimates and price target raised at ThinkEquity ahead of earnings (MRVL) 35.59: ThinkEquity Partner's Charlie Glavin believes concerns over GbE and HDD associated with the stock are "overblown" citing similar fears occurring in last Oct, Jan and Apr. The analyst is raising his price target to $40 and modestly boosting estimates for FY04 and FY05 ahead of earnings. Firm notes current valuation would still put it at a 35-40% discount to Intel's 1.8 PEG based off of its CY03 numbers and over a 25-50% discount vs. more direct communications IC competitors. Marvell reports August 21, 2003 after the close.> Out of 129 stocks IBD has listed in the Elec-Semiconductor Manf Group, MRVL is given an A+ rating and named as "BEST"(1st out of 129 stocks) in the Group. A pretty heady rating. Don

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