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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (58344)	12/3/2012 3:36:16 PM
From: The Ox	Read Replies (2) \| Respond to of 95587

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!!