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Cloner

11/26/07 9:21 AM

#14096 RE: sungolfer #14094

08.56

Marvell Tech-MRVL expect modest Q3 revenue upside versus consensus-OP@PACS
Pacific Crest believes that a revenue beat and solid revenue guidance are widely expected and that the focus will still be on margins. :theflyonthewall.com
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nuggetminer

11/26/07 8:45 PM

#14119 RE: sungolfer #14094

Thanks for your posts, sungolfer, I like to read about what the analysts are saying. And today, I went along with the Caris recommendation and bought Dec 17.50 calls for 60 and then 55 cents.

I think this could be a breakthrough quarter for MRVL, and in case it is I want to be able to be able to add to my position at what in hindsight will be the very attractive price of $17.50.

On the other hand, cbs may be right that if the market doesn't improve, MRVL's earnings may not matter....