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

To: 2MAR$ who wrote (58654)1/2/2013 5:30:22 PM
From: Brasco One  Respond to of 95574
 
amazing!



To: 2MAR$ who wrote (58654)1/2/2013 10:40:30 PM
From: Woody_Nickels  Respond to of 95574
 
I noticed MLNX down 50% from last summer, just today.
Not sure where the bottom is, but scaling in at Fib points
might be OK.

Woody



To: 2MAR$ who wrote (58654)1/3/2013 3:54:22 PM
From: The Ox  Read Replies (1) | Respond to of 95574
 
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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