S2 - 18% of the biz that will be accretive to earnings starting soon - remember last CC - Sehat said break-even on X-Scale this yr. Now when that starting hits the bottom line - analysts gotta up those eps #'s.
Thus the hiddin value in MRVL - Still surprised many of the big houses that cover MRVL (LEH, GS, MS,) did not come out and defend the stock during this recent drop.
I thought for sure that they would come out with comments saying "the drop in price in MRVL presents an opportunity." "We believe shares are undervalued and should be accumulated at this level"
Or something to that extent. You see it all the time in other stocks -
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