Marvell Technology Inc (MRVL)

[SyndicateTwo]

I think it's like the vista thing. Everyone wants to make sure it works as advertised and that in fact it will be the standard before they go out and spend all that money replacing the old stuff. If the 'n' standard is that much faster, then it will be a big seller this year. Sutardja has been pushing this thing all year long in each of the conference calls. He always seems to be one step ahead of the rest of the tech world in terms of vision.

But that story on TheStreet.com this morning did make it sound like the 'n' factor is now this year (2007) going to be standardized and invested in.

If MRVL is able to complete the restatement in the next month, can you imagine the guidance they're going to give in Feb?