Marvell Technology Inc (MRVL)

[Lakers_w]

APPL has made all vendors sign NDA prohibiting them from disclosing design wins until APPL allows them, or a third party teardown report divulges the vendors.

Any violating vendor will likely be kicked out in the next product cycle. Even some non-vendor violators were sued.

That's why APPL has made an art out of product launch in the veil of secrecy, "By the way, there is just one more thing..."

Other top-tier cell phone cos did the same thing. In the latest BRCM CC, the CEO said that too.

http://seekingalpha.com/article/33707
Scott McGregor

I think you should assume that in 2007 our goal is to win designs. In 2008 you should start to seeing products come out and 2009 has to be all about gaining market share. So, that's how I would suggest you look for milestones. Right now, we have announced some of the products by which we will gain those design wins. You'll see some other products come out later in the year. I can't say too much about them.

But those are the products that we believe will sway the major players to look attractively at Broadcom and hopefully design products based on those. Probably, we won't be able to announce those design wins as they happen, which is I assure you is frustrating for you as it is for us. But that's the nature of that business.

2008 you'll see a lot of those products start to come out and then it is easier. Once the product comes out somebody will tear it down and we can talk about it. And then 2009 again, we are proud of that million unit milestones and that's great. But, some our competitors ship that in a couple of days. So, just to put things in perceptive year.

So, important for us to really get those designs with large players. We do focus on the top-tier players. Those are guys that have the big volume to drive. And if you want to get that kind of market share you have to play with the larger players and that's our strategy.