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Technology Stocks : Marvell Technology Group {MRVL}
MRVL 56.99+5.6%May 26 4:00 PM EDT

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To: Lizzie Tudor who wrote (142)3/17/2003 3:59:26 PM
From: Taro  Read Replies (1) of 162
 
that is true but in this commodity space BRCM grabbed Dell while Atheros captured HP, IBM, Toshiba and NEC, 4 out of above 5 leading lap-top design-wins. So where does that leave MRVL? BTW, Cebit this year was dedicated to this commodity space. Now that is in Germany so who cares, but...
Also heard MRVL is said to have massive problems with the Yukon MAC/PHY single chip GE solution aimed at rolling over Intel (their own customer...) world-wide. MAC software compatibility problems which leaves INTC and BRCM in command of this biz as well. A re-design seems on the way and may delay this bold action plan by a quarter or two.

Taro
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