Marvell Technology Inc (MRVL)

[Lakers_w]

Analysts want to be the first to figure out iPhone2 chip suppliers. Whoever figures it out most accurately will be annoited the next Ax. In 60 days they will stampede to publish their research. Aug ER CC will provide some hints. I expect some major price movement right after CC.

UBS started to figure out BB 9K, next gen 8850 are owned by MRVL Xscale and Wifi all the way.

Wait until they ferret out what are inside iPhone2. The stock is so spring-loaded.

Xscale should be comfortably in the black in cal 4Q07. Any hint of that in the CC will propel the stock.

MRVL is at the onset of major product cycles. We ain't see nothing yet.

Also, don't discount M&A. > 50% premium will do. Anything is possible if the price is right. Remember Peoplesoft acquired by ORCL ?

Tate's departure is no biggie. TI CFO would fill his shoes easily

Do you hear the potential $160 B deal for VZ by Vodafone ?
http://biz.yahoo.com/ap/070716/wall_street.html?.v=44

It will be a real tragedy for Longs if they sell and wake up one day only to see the stock gap up by > 20%. Hurry back if you sold.

Do your own DD.