Replies to post #11780 on Marvell Technology Inc (MRVL)

[jbothoo7]

It is the price IMO. Who wants to shell out such bucks for something that will be no big deal in months al la RAZR. I think RAZR had even more hype when it hit market. It too had a silly 500 tag on it. My accountant got it - i told him he was nuts and it was in garbage in 6 months. I also heard GOOG is considering selling a phone at a very very low price. I think their deal is geared towards advertisers.

Damm MRVL. Low of day now. No win with this stock.

[Tommo_UK]

The iPhone a dud? Lol.. seriously you need to get a grip and stop the AAPL-envy. The iPhone was the most successful consumer electronics launch in history, and that's a fact. It was the most successful phone launch in the US - ever. Demand in Europe (and I am in the UK so I can attest to this) is incredibly strong, and Apple are literally selling everything they can make.

Coupled with the subscriber revenue sharing arrangements they have with the carriers, and AAPL stands to grow earnings by 40-55% on 2008, and about 30-40% in 2009. You really don't have a clue about the fundamentals if you can talk about AAPL being a net loser by the end of 2008.

And I won't even start about the 30-40% Mac sales growth YoY...

I hate to be rude, but you really need to go and do some DD with regard to AAPL. With all due respect, you may be an expert when it comes to other stocks, but you don't have a clue about what's driving AAPL's earnings, whereas analysing it is virtually a full-time job for me, and has been since 2004 (though I've been in the stock since 2001).

its about earnings growth, and AAPL is delivering that by the bucket load, with no chance of that tailing off for at least 2-3 years. That's the most successful earnings growth story for a large/mega cap in history. You want to bet against that, or not invest in it? Be my guest :-)