Marvell Technology Inc (MRVL)

[jbothoo7]

Rom, may I assume you reside in the UK? are you a Brit or a transplant from U.S. ? Reason I ask is I don't think you realize that we are really really on the cusp of a consumer lead recession here in the states. Many parts are already there (MI, CA, AZ, FLA in parts and other areas). I am sure there is a demand for this product in the rest of the world but there is demand for all phones at the moment. The sector is doing well. That is not in question. There is, however, a saturation point and I would submit to you that the demand cycle along with a slowdown in general will soften AAPL sooner than later and you will hear terms like "it was built in" when AAPL loses 25-50 bucks a share. Considering where it came from, that is not much of a cut but look for 100-125 by the spring. As usual, I talked too much so I can't post til midnight. I would not be at all upset with taking $$ off AAPL table right now considering the price on it today.