Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: 2MAR$ who wrote (58344)	12/3/2012 3:36:16 PM
From: The Ox	Read Replies (2) of 95574

Based on the revised revenue for MLNX and EPS expectations for next year, I think a PE of 10 to 20 based on $4/share. The shorts and the naysayers will point to $40 and those more bullish will point to $80. I would say $60 is reasonable at this time unless they disappoint in the current quarter. Since the trend is now dramatically down, they will need to increase expectations going forward to turn that around, imo. Especially if the market believes that INTC is gunning for their market share!!

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