Marvell Technology Inc (MRVL)

[Lakers_w]

Printer ASIC, Switching, Video HD-DVD/Blue-Ray up converter, HD-DVD/Blue-Ray dual mode decoder, DAVE, power mgmt (MRVL is famous for this, considered one of the bests of breed, oldest biz), baseband (comm proc PXA9xx), wireless router, combo (Blu+Wifi, Blue+AM/FM, PXA9xx+PXA3xx, Xscale+Wifi+HDD/Flash Cache controller DAVE) ICs need to be accounted for.

Now you see the Printer ASIC, Xscale+baseband Acqs, DAVE, flash cache controller, Video are taking hold as parts of diversification strategy to smooth out HDD seasonality. I'd like to see HDD to be 25-30% of biz by 09 so that we don't have to go through this kind of gyration ever again, feasts and famines.

Apple prepares to expand iPhone distribution points
Having caught up with initial demand, Apple Inc. is preparing to broaden its iPhone distribution to several prime retailers well ahead of the holiday shopping season, AppleInsider has learned.

http://www.appleinsider.com/articles/07/08/03/apple_prepares_to_expand_iphone_distribution_points.ht...