Marvell Technology Inc (MRVL)

[Lakers_w]

I agree w/ FTC that CIBC picked the wrong horse. I am rather intimate with both cos' biz. MRVL has much larger upside potential than BRCM.

Scott can only named Blu, Wifi, Digtal TV as catalysts for BRCM 2H07 while Enteprise (40% rev) is loosing GigE to INTC/MRVL resulting Ford Tamer (Sr VP) departure, setop box/cable modem weakness frm MOT (largest cust > 12%), loosing 11n to ATHR.

MRVL beats BRCM in Wifi for low power app such as cell phone, hand-held, mobile devices.

BRCM spent billion dollars and years of R&D in cell baseband w/ nothing to show for. It still doesn't have a general-purpose App processor, only the Alphamosaic video chip. The HEDGE, WEDGE w/ integrated Alphamosaic didn't sell.

Scott said they may have sellable baseband products by 2009. That'sn eternity. BRCM wished they acquired Xscale that would have given them an instant entry into the App processor mkt.

SiByte, ServerWorks, Silicon Spice acquisitions, ... ceased to exist.

Unless BRCM breaks into the cell phone mkt meaningfully, I don't see how they can grow rev from $890-$930MM/qtr level while MRVL can exceed that level with a plethora of new product cycles.

Note that MRVL'c current mkt cap is only $10.18B vs BRCM's $18.07B.