Marvell Technology Inc (MRVL)

[inthedark]

Good Question

1. Many of their (HTC) phones contain QCOM and TI Chips, that might take away sales from MRVL Chip phones and competes with Apple? HTC do have products that contain PXA270, but there is no breakdown on what percentage of their 800K units contain what chips.

or

2. HTC had robust sales, so that could be indicative of Robust Phone Sales with Wifi all round

You can spin this story many ways, but maybe option 2 would be most positive in conjunction with overall increase in Chip sales as per the SIA report.