I doubt there is really any dirt.... their primary revenue stream is storage components and there primary competitor is in legal trouble; at this point one of their big customers is more likely (not terribly likely, just more likely) to buy them than abandon them. I think it's just that barring another round of floods wiping out 6 months of the world's storage drive inventory (the last event to boost this stock up into the 9+ territory) the stock market can't see much upside here. For years (since Agere merger) they have been talking about a big push into Enterprise networking components, but it's never amounted to much, and after 5 years no one is listening anymore. Absent a new market, I don't know what, if any, upside there is here. If Marvell being potentially pushed into bankruptcy isn't going to boost the stock, I'm not sure anything is.