Replies to post #12473 on Marvell Technology Inc (MRVL)

[Tommo_UK]

I'm hoping for a pullback on a misunderstanding of AAPL's guidance due to their new approach of amortising revenue for an increasing number of their products,.

I know they'll blow out this quarter, as they always do but guidance could stink not because of any issue with sales but because they may decide to amortise revs/earnings of the new, best-selling iPod touch over 24 months, which would knock 30-40c off guidance for the next quarter (even though the real net impact on Apple is zero, of course).

That would let me scoop up cheap AAPL before the Street realises its mistake :D

Thanks for the good wishes tho.