Marvell Technology Inc (MRVL)

[Johnberchick]

S2, I don't think aapl will split.......they are going the Goog route. I for one do believe aapl will double earnings in the next 3 years. Once the iPhone revs start to really kick in (not for 24 months), you will see earnings explode. You also need to look at aapl from a cashflow perspective as opposed to earnings because of all that deferred rev.....their cashflow will more than double even if earnings do not. I expect aapl to be at 210 prior to next CC......it seems conservative as we are already 194 but I expected that 30 points ago. MRVL action great today and horrible yesterday......talk about split personality. Either way I still think we can run to 17.5 by Dec 21......starting to cut it close though......