Replies to post #10919 on Marvell Technology Inc (MRVL)

[inthedark]

Thanks for Links,

I have spent quite some time going through many/all of the fundamental links posted by Laker he has done a fantastic job(I need to go through what you have to say), so I have a better grasp of MRVL business and what the future holds for the foreseeable future.

I am comfortable with my current holdings which I am accumulated on the swoon down at the end of August, but mainly these are for a trade.

My main target is the gap around the 24 area, S2 being the technician may have something to say.

But in short, I remain bullish on this company because

1. The company is pouring a big percentage of its funds into R&D (as per CC), which means a constant stream of new products.

2. Looking forward to the New Super Design win though Laker has speculated what that could be. I agree to a degree, though I am waiting for some Tier 1 wins from QDEO to really cement in a great run.

3. Big upside in PC/Notebook Sales as per some Brokerage Report the other day 13% or something like that for the next fiscal year.

4. Waiting for MRVL to move its manufacturing to Taiwan, that will make a big difference to the bottom.

5. Economy holds and does NOT Tank.

My apologies for preaching to the choir, but unless these few data points change for me. I am LOOOONG.