Marvell, Broadcom: takeaways from Intel Developer's Forum : Gerard Klauer Mattison says that INTC's announcement that its new Banias platform would include MRVL's gigabit Ethernet PHY puts to rest speculation that INTC might launch its own Gigabit PHY within weeks, although the timing is likely to be 6-9 months away... Pacific Growth believes that BRCM is seeing significant up-take in the wireless LAN mkt, which could be the fastest growing end mkt for BRCM in the next few qtrs; in addition, firm believes BRCM's ServerWorks unit is maintaining its lead in the high-end server I/O chipset mkt, despite INTC's effort to take share. From Briefing.com.
analysts are not unbiased!!! i could probably reel off 10 analysts who were bullish all the way from 270 to 16. if you are trying to pump up this dog, good luck...at least you have a reason. if you truly believe this garbage you are in trouble. We are at off the scale levels of corporate debt to gdp and all-time negative household liquidity. we'll be lucky to avoid a depression.