Replies to post #14902 on Marvell Technology Inc (MRVL)

[Johnberchick]

S2, I don't think aapl will split.......they are going the Goog route. I for one do believe aapl will double earnings in the next 3 years. Once the iPhone revs start to really kick in (not for 24 months), you will see earnings explode. You also need to look at aapl from a cashflow perspective as opposed to earnings because of all that deferred rev.....their cashflow will more than double even if earnings do not. I expect aapl to be at 210 prior to next CC......it seems conservative as we are already 194 but I expected that 30 points ago. MRVL action great today and horrible yesterday......talk about split personality. Either way I still think we can run to 17.5 by Dec 21......starting to cut it close though......

[jbothoo7]

Another point to add, AAPL is GREAT at the moment. They were not always great just interesting. S.Jobs did amazing job. So did many CEOs and companies. T was great and a monopoly once. XRX, GM and more directly NOK and MOT. All had some staggering highs and equally staggering low points. AAPL is not better they just beat others to the punch as RAZR did two years ago. At some point, the comp. catches up and even steve-o will have a misstep. Given the never ending expectations, the price will be steep and swift. Timing that misstep is the hard part.

[Tommo_UK]

YoY earnings growth = 40%+ give or take 10% and will continue for the next 2-3 years at this pace - double what is being forecast by anal-ysts on Wall Street. AAPL will have hiccups along the way (it does every year) but its pps is going to continue to gorw while the underlying company continues to expands its business at this rate.

Nay sayers have predicted the demise of earnings growth for AAPL for years. They're wrong, because they haven't done the maths. Earnings will have doubled by 2009.

As for MSFT and INTC, so what? They lost their growth story (as did DELL) many years ago. You stick to your bear market thesis, and I'll stick to my spreadsheet models :)