Marvell Technology Inc (MRVL)

[mrWalrus]

Does anyone else find it odd that they would link to a messageboard. I mean no offense Lakers but since nobody really knows who you are...

In fact I've been thinking and might be changing my mind on what I think is inside. Apple is apparently making 50% margins on this thing. With all that's inside. It just kinda leaves me scratching my head as to how they could make the phone so cheaply. That is unless of course Apple had one supplier for the majority of components and as a result got a hell of a deal.

This doesn't preclude them from 'coming back' to MRVL like we've heard Sehat suggest certain customers were in the last CC. Apple is making version III as we're talking and X-scale is still king.

Either way, the mystery continues.. I love it!