Replies to post #4307 on Marvell Technology Inc (MRVL)

[SyndicateTwo]

They will only announce the date of the earnings and not the results until then. Typically you'll get pre-warnings, not pre-good stuff.

I prefer for them to just announce the date and of course say they are wrapping it all up for this report. That way the excitement of the completion of this crap will get the stock moving back up to that $21 level again like it always has done all year each report cycle.

I don't think there is anyone out there that follows this stock closely that doubts this thing is going to bust out of this range. Big firms that track these things not only have fundamental guys that follow it, but also technicians that back up what the fundamentalists think. MRVL is a combo stock in that it's stuck in a very definable range with a clear breakout point and solid fundamentals that will probably more than double its revenues in the next two years. As long as earnings are solid and/or can be shown to be growing, MRVL is headed higher once the restatement is done.

Don't fall for the bogus argument about not growing organically. When companies grow and make more and more money, the way to grow faster is to buy other companies or their divisions. It's the same as playing monopoly or buying apartments. The more money you make, the more income producing assets you buy because eventually they start adding to your bottom line regardless if any of them are growing themselves. It simply becomes a numbers game.

If you own 10 apartments or rentals, and you're never able to raise the rents on any of them, your income stays the same. But if you buy 10 more, you just doubled your revenues. Eventually those loans will be paid down and you'll then be able to squeeze profits out of each of them. Then your EPS starts to grow. That's what xscale is doing for MRVL.

It's how every large company got that way. None of them grew to their size alone. They all bought others and grew that way.

Xscale in hindsight will turn out I think to be the biggest and most successful move MRVL ever made. It might even be the one thing that pushes them past BRCM in revenue and earnings. Both have basically the same float and outstanding shares, but BRCM only makes about 30% more in revenues. MRVL now has a product line that is a complete solution for its customers. Why would you now buy a processor for your phone from MRVL and wi-fi from BRCM when MRVL offers it too? You can just buy the complete package from MRVL. And, throw in bluetooth.

MRVL's revenue stream might be much large going forward than anyone has imagined or quantified.

But since analysts don't write on the 'what if', they only analyze the 'what you're doing now', few if any will talk about that until they can show they will in fact do that.