Marvell Technology Inc (MRVL)

[DJinNJ]

jb / plash,

I think .25 is in the bag (.5 for the discount), but my gut is beginning to think that .50 is a real possibility.

I'm sure it will be a split vote. The key will be if BB can convince the others that the Paulson's plan will not have a big impact in what is happening in the housing/credit market.

I hate the thought of high inflation, but the only fix I see is to get interest rates low enough (3.5-3.0 FF) where housing prices stabilize and people can afford to stay in their house or start buying investment property.

I believe we will still have a major economic slowdown, if we try to let this shake out on it own. I see it as a downward spiral taking consumer confidence/spending with it. The FED has to keep the economy expanding or look out, stagflation here we come!

IMO,
DJ