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Re: SyndicateTwo post# 4029

Sunday, 04/22/2007 12:40:45 PM

Sunday, April 22, 2007 12:40:45 PM

Post# of 22153
07 09:26 ET In Play Marvell: STX results may have affect on MRVL due to selling to hard disk industry - BWS Financial (16.79 ) : Boutique firm BWS Financial notes STX has not been mentioned as a 10% customer at Marvell Technology (MRVL), but the results could have some impact to the shares of MRVL due to MRVL selling to the hard disk industry. They state MRVL is coming off two Qs of working inventory out through the channel and that is why firm believes the Street would consider the inventory numbers at STX to be significant for MRVL. Firm does not anticipate general slowing in the demand for storage anytime soon, and that should keep MRVL selling hard disks in the coming quarter.
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