InvenSense (INVN) Message Board

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Technology Stocks : InvenSense (INVN)

INVN 20.80

+0.4%

Oct 30 4:00 PM EDT

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To: Elroy who wrote (289)	9/5/2014 3:44:48 PM
From: Taylor Mill	Read Replies (1) of 351

Almost every analyst who has been valuing INVN for the last two years has been assuming future Apple revenue in the revenue stream. Some have been among the top Apple rumor-mongerers. Others have been more conservative analysts. However, you can be assured almost every valuation discussed currently and in recent past already has a significant chunk of Apple revenue baked in. The down side is that despite this, the stock in most cases is still very fully valued in mid 20s right now. Sure, news can trigger a spike among the masses and it could go up but unless there is something way beyond what is already assumed then the stock will not maintain the highs. At some point the math matters and the math does not hold up well for INVN right now. I also am a long time INVN holder. I also took profits recently on over half my position and will expect to buy back at some point when reality fully sets in again.

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