Marvell Technology Inc (MRVL)

[SyndicateTwo]

I think the iPhone is going to be a bigger dud than many think. It was a huge mistake to limit themselves to one carrier and on a slow network. I think AAPL might actually end up being a net loser year over year by the end of 2008.

Now GOOG, that's an interesting story because although intellectual equity that makes $$$ is worth more on a multiple than physical equity (stores and products vs. a service), I don't know how you justify it being worth more than GE and GM on pure equity value.

GM I can see because of their problems, but c'mon. There's going to be a time when large investors in that stock have to come to terms with the reality of things. GOOG, is probably the most dangerous stock to own right now if you were to buy it right here. Sure, it might still run to $750, but it could easily fall to $300 or lower. The float is very small and all it takes is a few smart money guys to spike the punch bowl there.