Marvell Technology Inc (MRVL)

[SyndicateTwo]

Of course 10qs always have to say everything in a negative way for legal reasons. Every 10q I've ever read always scares you. But none of that stuff really matters because 'they' always know that, too.

The stock's lack of momentum is primarily due to the things you say. The value in the stock is in its future potential, not it's 'right now' performance. However, since the entire market is in a transition trying to find a floor with a reason to buy, there really isn't a reason for the big boyz to buy anything with any real seriousness until there's clarity.

To me, the only clarity will be a rate cut by the Fed which would simply tell the Street that now they can start to value stocks under a new equation with lower rates built into those models. And that will get the market moving again. Really, it's the Fed holding the market back.

Once that's clear, then these stocks will again move and MRVL will run with them also. And, that day I bet will begin this month based on both Richard Band and Moe Ansari's comments.