Replies to post #4032 on Marvell Technology Inc (MRVL)

[finetoothcomb]

I don't think Rimm is a 10% customer of Marvell yet. In the latest report that award goes to Western Digital and Toshiba. Cramer is a trader and not an invester that's obvious. What folks are not looking at is the fact that Seagate is losing share to it's competitors. Toshiba and Fujitsu have better cost structures in the HDD consumer space than Seagate. If you can remember Seagate didn't even have a drive available for the 1.8 space where Toshiba cleaned up on with the Video iPod. Rumors are swirling that Toshiba could be producing a flash based 1.8 Hdd that would keep battery consumption low but still give you HDD reserves on hand if needed.

Let's face it what good is a 16GB video iPod if you want to store all your music as well as video which eats video like Hummers drink gas? If Toshiba does indeed comes out with a hybrid 1.8 Hdd drive with Marvell chips throughout, there will be alot of weak hands who will be kicking themselves as will Cramer.