Replies to post #11454 on Marvell Technology Inc (MRVL)

[cbs13]

inthedark----

I could not care less -
1) AAPL is not a major customer of MRVL to date
2) AAPL insistance on silence with all their vendors is more trouble than its worth,
3) AAPL is the reason the move to TSMC was slowed, thus causing an affect on MRVL bottom line - w/o AAPL - MRVL will see better margins - AAPL is a rev generator for MRVL - not much on the earnings side to date
4) by 2009-2010 I will not even be in the stock

Read the posts yesterday in regards to MRVL/GRMN their is tremendous upside to MRVL- that imo could be a huge winner, more than MRVL/AAPL

[bbqporkwings]

INTC is x86 exactly. That is a CISC processor instead of a RISC. Even the the new low power INTC chips use more power by comparison than an ARM based. The products that I've seen prototyped with their new chips have huge batteries or too limited operation time to compete in this market. Sehat knew of that chip prior to purchase and it didn't stop MRVL from jumping on Xscale deal. That INTC chip could be fantastic in UMPCs and the other stuff that's 3 or 4 times the size of an iPhone, BB, Palm, HTC, etc.