Marvell Technology Inc (MRVL)

[cbs13]

Laker this is way I can't wait to see full finl's

The Iphone has raised the bar for cellphones - I don't believe RIMM will be affected - the stock px tells us that.
AAPL is saying its target is 1% of the marketplace. No way SJ is going to stop their, he has big margins in the Iphone and can cut costs down the road if AAPL wants to increase market share and any short comings from the Iphone will be made up in future generation Iphone. Just look how far the IPOD has come.

Now - here is where MRVL can benefit....

Cell phone makers are now going to be forced to protect their market share more than ever.

Nokia, Samsung, Palm, LG, Sanyo, Ericsson and others who I believe AAPL is going after not RIMM as much. I believe RIMM has its own niche and won't be affected by the Iphone from the corporate level.

A few of these companies have come out with new phones ahead of the Iphone to get the jump on them.

When we see full financials it will be interesting to see how MRVL is doing in terms of components in these phones and rev. generated. I know MRVL is in some.

See - its more than just the Iphone for MRVL - I believe the door is wide open for MRVL, and they have AAPL to thank for raising the bar.