Replies to post #8230 on Marvell Technology Inc (MRVL)

[Lakers_w]

I told you MRVL took GigE mkt shr from BRCM. That's one reason why BRCM Enterprise (40% of rev) did poorly in Q2 and Ford Tamer, the SR.VP of Enterprise was gone. It's too bad CIBC punched MRVL in the gut, kicked it in the chin, and insulted its biz when MRVL is in the quiet period. MRVL can't say diddly quat to defend itself.

CIBC violated cardinal rule #1, don't kick a man when he was down and defenseless. CIBC must have been mad for being excluded from Investment banking opps.

[SyndicateTwo]

Did they say that 18% of MRVL's biz is now Xscale? That's pretty good and shows huge potential there.

But what I find interesting is how they know that %. Someone told them. That means that MRVL is playing the PR game by talking to people.

I'm assuming the CC should be very enlightening.