Zeev's Turnips Patch-No Politics (ZEEV)

[Teri G]

14:21 ET Marvell, Broadcom: takeaways from Intel Developer's Forum
Gerard Klauer Mattison says that INTC's announcement that its new Banias platform would include MRVL's gigabit Ethernet PHY puts to rest speculation that INTC might launch its own Gigabit PHY within weeks, although the timing is likely to be 6-9 months away... Pacific Crest believes that BRCM is seeing significant up-take in the wireless LAN mkt, which could be the fastest growing end mkt for BRCM in the next few qtrs; in addition, firm believes BRCM's ServerWorks unit is maintaining its lead in the high-end server I/O chipset mkt, despite INTC's effort to take share.