That pretty much seems to sum it up. That Lehman report yesterday on MRVL I think summed it up pretty good - 'MRVL will continue to grind higher'.
Why? Because it's already priced in everything. It literally has nowhere to go but up. It's probably one of the safest high energy tech plays out there. And, the beauty is, with the clear move into tech and semiconductors specifically with the $SOX yesterday hitting a 52 week high at 522, MRVL and BRCM I think are really pretty much the only two well known mid cap techs that are left that haven't really run yet.
RIMM, AAPL, AKAM, IBM, CSCO, DELL, look at them.
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