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Technology Stocks : Semi Equipment Analysis
SOXX 296.20-0.6%4:00 PM EST
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To: 2MAR$ who wrote (58654)1/3/2013 3:54:22 PM
From: The Ox  Read Replies (1) of 95580
 
Too many disappointments in a row for MLNX. Time to wait for a clear reversal in the trend before going long, IMO. Will need to see where they put future guidance before I would consider an investment with them.

Probably a good bounce candidate for those who are nimble. Without more information, I would still think fair value is between $40 and $60. More likely near the lower end of this range based on another disappointing quarter.
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