You may very well be correct, but I think for those who believe in MRVL and intend to be long term holders should just keep an eye on INTC and what INTC is doing to move into this space. They made a big splash about Silverthorne at their recent IDF presentation so I am sure they have big plans for this platform.
The power envelop will be improved by INTC as manufacturing moves down to 32nm which is the time frame for Moorestown so maybe they may be able to compete in that arena.
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