Wednesday, April 30, 2008 8:44:19 AM
Kaufman says their checks among semiconductor vendors and channel cos at the Interop Conference indicated that infrastructure spending across servers, networks and storage infrastructure is tracking as expected, with limited signs of slowdown, order cancellations or significant inventory builds. Specifically, customers are seeing active replacements efforts in corporate and service provider infrastructure, around servers and data center networking technologies. Specific near-term drivers cited include enterprise infrastructure upgrades to 10 Gigabit Ethernet and storage infrastructure, and carrier infrastructure focus on deploying metro networking and upgrading wireless infrastructure. Firm believes the trend toward server, storage and networking infrastructure upgrades is positive for cos with exposure in the area such as LSI, NETL, MIPS, MRVL and BRCM
Recent MRVL News
- Marvell Extends Connectivity Leadership With Industry's First 1.6T PAM4 DSP for Active Electrical Cables • PR Newswire (US) • 06/27/2024 01:00:00 PM
- Marvell Technology, Inc. Declares Quarterly Dividend Payment • PR Newswire (US) • 06/21/2024 08:05:00 PM
- Form SD - Specialized disclosure report • Edgar (US Regulatory) • 05/31/2024 08:06:26 PM
- Dell Shares Drop 15% in Pre-Market; Gap Soars 24% on Surprising Quarterly Profits, and More in Earnings • IH Market News • 05/31/2024 11:50:33 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/30/2024 08:06:48 PM
- Marvell Technology, Inc. Reports First Quarter of Fiscal Year 2025 Financial Results • PR Newswire (US) • 05/30/2024 08:05:00 PM
- Marvell Expands Connectivity Portfolio With New PCIe Retimer Product Line to Scale Compute Fabrics of Accelerated Infrastructure • PR Newswire (US) • 05/30/2024 01:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/16/2024 10:14:13 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 05/08/2024 08:10:11 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 05/08/2024 08:07:41 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 05/08/2024 08:05:59 PM
- Marvell Technology, Inc. Announces Conference Call to Review First Quarter of Fiscal Year 2025 Financial Results • PR Newswire (US) • 05/06/2024 08:05:00 PM
- Marvell Appoints Rick Wallace and Daniel Durn to its Board of Directors • PR Newswire (US) • 04/29/2024 01:00:00 PM
- GM Recognizes Marvell With 2023 Overdrive Award For Its Automotive Ethernet Technology • PR Newswire (US) • 04/23/2024 01:00:00 PM
- Marvell Launches Products, Technology and Partnerships at OFC 2024 to Scale Optical Technology for Accelerated Infrastructure • PR Newswire (US) • 03/26/2024 03:08:00 PM
- Marvell Announces Industry's First 5nm Transmit-Only 800G PAM4 Optical DSP for AI and Cloud Interconnects • PR Newswire (US) • 03/25/2024 01:00:00 PM
- Marvell Extends 1.6T Connectivity Leadership With Industry's First PAM4 Optical DSP Integrating 200 Gbps Electrical and Optical Interfaces • PR Newswire (US) • 03/25/2024 01:00:00 PM
- Marvell Doubles Reach of 800 Gbps ZR/ZR+ Pluggable Modules with PCS, Expands Ecosystem for COLORZ® 800 • PR Newswire (US) • 03/25/2024 01:00:00 PM
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- Marvell Technology, Inc. Declares Quarterly Dividend Payment • PR Newswire (US) • 03/15/2024 08:05:00 PM
- Marvell Optical CTO Dr. Radha Nagarajan Awarded 2024 David Richardson Medal from Optica • PR Newswire (US) • 03/08/2024 02:00:00 PM
- Samsara Stock Surges 15% After Earnings Beat, MongoDB Faces 8% Decline Amid Gloomy Forecast • IH Market News • 03/08/2024 11:21:16 AM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/07/2024 09:10:01 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/07/2024 09:07:37 PM
- Marvell Technology, Inc. Reports Fourth Quarter and Fiscal Year 2024 Financial Results • PR Newswire (US) • 03/07/2024 09:05:00 PM
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