Marvell Technology Inc (MRVL)

[DJinNJ]

Are we all overlooking the obvious?

The blackberry 8700g should already be on sale in China (or very close to it) In either case MRVL should have been pumping out the processors (PXA901 @ $16-$19 each Lakers? ) for some time already (hint the nice jump in rev last qtr???) If RIMM sells 2 mil of these things in China in the 3rd qtr, MRVL should easily make the rev est numbers. Not to mention the addl iPhone sales.

With all the people over there (who love tech toys!) and this being the initial offering of the device / service, I bet RIMM will sell many many more than that! We need to find out if these device are flying off the shelves over there!!!

This may also explain the addl tax issue?
Could it be this simple??? This could be a runaway qtr for MRVL!

Thoughts on the topic are welcomed.
DJ

Blackberry in China:
http://news.bbc.co.uk/1/hi/business/6272162.stm