Replies to post #10528 on Marvell Technology Inc (MRVL)

[bbqporkwings]

I don't think that Pantas in the ACTING COO position should make anymore difference than Rashkin's INTERIM CFO position. They said that they are looking to fill these positions soon. I wonder if Pantas could move from the CTO to the CEO chair, in keeping it in the family. Sehat really needs to buy these chairs from the street. Those chairs need to interface with the street. Whereas Sehat's best in the lab. A real manager can take off, go golfing, fishing, or spend 27 hrs a day in the lab if he's put the right people there to take care of things. Carry it all, as Weili and Sehat have done will cost you personally. Yet alone your shareholders.

[SyndicateTwo]

It might mean nothing. But it's obviously out of the ordinary. Just something to chew on.

[DJinNJ]

All the negatives may be gone by the next CC. I think people and analysts are beginning to realize (and bet via the calls) that all the negatives in the numbers could be corrected as early as this next qtr CC.

Even if the management is the same (and the CC presentation is shabby), if ALL the numbers are good, (GM, tax rate, revenue)and the guidance rocks, the stock will be on its way. If they hit 2 qtrs in a row, $30 shouldn't be too far off.

....but if any of the numbers come up short, we get hammered again, probably testing that 15.25 level again.

The street wants to see the numbers this qtr. IMO
DJ