Marvell Technology Inc (MRVL)

[DJinNJ]

I agree part of it is a confidence/perception issue, but at the current time, I would not underestimate the irrational actions of the shareholders and investors of/with LEH and others.

People are scared and are just pulling out of these companies, which will destroy their balance sheets and business models. I don't think this is the end. Even the companies that shouldn't have a problem will see a ton of pressure due to these actions. I expect to see more deals and buyouts before this is over. JPM, C, GS, and the other big boys are going to get some sweet deals to clean up this mess before it is all over. I think at some point we need to start looking at the solid companies in the financial sector and start making some investments there.

DJ