Marvell Technology Inc (MRVL)

[Lakers_w]

AAPL will report excellent earnings. They are normally conservative in guidance to set up a monster Q4. So will BRCM. As BRCM so goes MRVL. Sentiment is everything. Even w/o news from MRVL, BRCM would pull MRVL up to $18.5 - $19.5. BRCM's is that good.

On its own, MRVL should run to $19.9 - 20 before earning. MRVL should report a great qtr too AND raise guidance. I don't know how to botch a great qtr ER CC. The numbers kinda speak for itself. That's Heats' attitude. However, I don't doubt that with a great spinner, the numbers will be magnified many more times into reality field distortion.

The St. types I hob-nobbed at ASM seem to be cordial to mgmt -an indication that they are dealing and wheeling together, on the same boat. One big guy even asked Pantas whether he has had time to sleep at all.

Heats seemed eager to redeem himself at the next ER CC. MRVL should be over $20/shr in Nov-Dec.