Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 348.67

+0.2%

4:00 PM EST

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To: Return to Sender who wrote (56836)	7/10/2012 3:05:57 PM
From: The Ox	2 Recommendations Read Replies (1) of 95756

I was looking at MRVL earlier today. Very attractive numbers but the stock chart is bloody awful. My conclusion is that it stays near the top of the watch list but I would rather see a catalyst or trend change before starting to buy. Earnings are relatively solid and you are paying roughly an 8 or 9 PE for a stock that may make over a dollar and a quarter in earnings next fiscal year, although estimates have been coming down. I believe they have nearly $4/share in cash, so the price is right but the trend is wrong. Would like to see a bottoming process or full reversal of the trend but that's just me.

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