Replies to post #4238 on Marvell Technology Inc (MRVL)

[mykl]

Where I would have crossed LBO off my list because of ownership ego issues, I certainly think it brings clear the GS statement that it would be a few weeks because of an issue that will be easy to understand and will become clear shortly. That could certainly mean a new owner, partner, suitor or the like.

It is interesting to note that S2's observations about the engineers is right on point. How in the world are they attracting and/or keeping the best and the brightest if they cannot offer option grants (for that matter option excercise) and cannot offer a share price designed to compete with the other semi's? It is clearly a possibility.

And if LBO is not in the sights, back to the rationale thinking of options resolution, accounting adjustment, fear and uncertainty in the market and appropriate ROR after uncertainty is gone. This could also be why all the position purchasing and hedging for the move that is inevitable when the resolution unfolds. Face it, if it is bad, it is about the past and with rosey guidance, blast off. Even with luke warm guidance, which I doubt, it will certainly hit middle 20's with uncertainty gone.

Thanks to all who spend so much time and effort and brain power analyzing this most interesting last year. S2 is corret, we have all had a monster education that frankly cost more than graduate school at times......

[SyndicateTwo]

Hey Laker, you're talking about the UMPC platform? You think that PR was telegraphing your mention of the NOK win? I know a lot of people want to see who gets to play with the NOK monster.

If you read that April 19th PR, it does seem as if they are telling you something that they are not telling you.

It's almost as if they are announcing a design win without being able to do so. Or, like mane have been doing, keeping it hush to then be able to say it at the CC and knock the cover off giving you an AMZN or AAPL effect.

Eric on SeekingAlpha has a great blog about how it's starting to become obvious companies are doing that just to screw the analysts and get their stocks going.

I'm fine with that.

The only problem is you can only do that so long before they catch up with you and then make your expectations too high and almost force you to miss.

[finetoothcomb]

I don't think brcm will be able to play in this arena until it gets an application processor on the level of xscale and omap. Ti has announced that it has moved to the 65 nm bluetooth and wlan process which matches Brcm pr. Marvell will too move to the 65 nm by end of year and can leverage more advanced monahan processor.
Leaving Broadcom out in the cold to compete with Intel in the Pc wlan space.

[The_Net]

Lakers, Handoff is a “necessary requirement” now a day in the wireless network architectures. This is a huge business! I believe MRVL will be benefited as the market demands for the standards of 802.11n and eventually 802.21 ramp up. 802.21 deals with a handoff 802.21 handoff between the WLAN 802.11, Wi-Max 802.16, and 3GSM (hsdpa/hsupa) networks.