What I find amazing about Cramer's take on MRVL basing his opinion on STX is that I listened to Cramer talk with Erin Burnett in Street Sign's 'stop trading' segment last Thursday where they talked about the STX CEO interview and Cramer basically agreed with me that he mentioned that the drive biz is very strong, just caught in a pricing problem like INTC is with AMD.
But that tells you that the suppliers like MRVL are the ones to be playing, not the actual drive makers. I swear it's like I'm in a different universe than everyone else who's got this credibility but contradict themselves.
But the problem here also is that we are focused like a laser on just MRVL while they are trying to makes sense out of many stocks and don't catch the details of MRVL specifically like we do.
Remember, Sehat was raising guidance last quarter and the STX CEO said it was March specific.
And, if STX is not a 10% MRVL customer, then why all the friggn' worry? RIMM and Toshiba are 10%+ customers. And we all know RIMM is not in a slump with their smartphones (pearls).
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