Marvell Technology Inc (MRVL)

[DJinNJ]

BRCM Also gets free hype like this...

A few excerpts from the RealMoney Quick Picks article. Please read the entire article. Link at the bottom - DJ

...Perhaps this is the case with Broadcom's BCM21551 "3G phone on a chip" solution, which it claims can let mobile phone manufacturers "build next-generation 3G HSUPA phones with breakthrough features, sleek form factors and very long battery life."...

... I believe it would be a coup for Apple to be early to market with such a robust device -- high data speeds, touch interface and the iPhone's killer ease of use -- but it would make a logical next step in the product evolution for the iPhone. If Broadcom is able to win that slot with Apple, its shares would stand to benefit much the way other suppliers have, such as Portal Player and Synaptics have with iPods and the way Skyworks and RF Micro Devices stand to gain with the iPhone.

The only catch is that Broadcom, like the others, can't really talk about it given Apple's sticky supplier confidentiality agreements; I guess we'll have to wait for the eventual teardown analysis for confirmation.


http://biz.yahoo.com/ts/071016/10384694.html?.v=3