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

To: The Ox who wrote (87027)	6/24/2021 4:40:09 PM
From: Elroy	Read Replies (1) \| Respond to of 95562

I think MRVL is super over valued, but lets see. It's just a mish mash collection of high margin semi companies. It grew sales about 20% year on year in Q1, with EPS about 30 cents. The PE is about 40x-45x. Why? What's so great about MRVL's product lines that it deserves such a premium multiple? Nothing that I know of. I will complain because little SIMO is growing sales 50% in 2021, all organic (no acquisitions in there to muck it up) and SIMO's PE is about 10x-12x. It's not fair.