Marvell Technology Group Ltd. Message Board

The mmba they deliver to certain S4 versions certainly is a several $ chip.
I wonder how the S4 business will be allocated ? Swks said on their presentation wednesday that they have 8 chips in the S4.
But you are right they must address the margins. Making huge revenue numbers without significant margin improvement will be seem as a failure.
I hope they will not be too late before the big stockmarket rally is over.
Anyway they sold a lot of stockoptions recently -like they always do - and they awarded themselves again a huge number of free shares. Really i hate this which again gives the wrong message to investors.

Curious that a so-called top lawyer tries to make money with highly speculative stocks and even calls respected people idiots! This is not something one would expect.

So you made this analysis and SA forbid publication? This means only pumping is allowed?

I was quite unhappy with the CC. Guidance 2Q includes IDT smart metering and Xsense revenue considerably lowered this year (15 to 25 m) and next year ( now $100 m instead of multiples).
Also touch is weak and industrial mcu's still not really picking up. Mchp however had a very strong Cc and especially driven by mcu's. So it is difficult to understand atml's mcu business is so much weaker than MCHP's.

clearly you refer to yourself

happy investing

probably there will be no seasonality this year. Every 10 years or so we have such a special year and I guess 2013 will be. Every indication is that 2H13 will have a strong technology rebound because inventories are low and several product cycles will kick in. This is what the market anticipates and the high probably will be made this summer.

you have to choose the winning horse.

looks ridiculous to me. Swap out of rfmd into SWKS, I can understand but to go to tqnt which is technologically falling behind in the RF integration, looks not a good idea.

Monrio, you know that aapl component providers are forbidden to talk about the wins. Yes you can be right that $330m does not reflect meningful incremental content above the antenna switch in aapl's upcoming products. Tqnt seems quite sure to generate considerable profits in 2H13 suggesting they have wins in the aapl phones.
However, if rfmd makes $330 m and 12 cts profit, no matter where it comes from, the market will be pleased.
As concerning to ET, I am glad that rfmd is an early player and a reason why I bought. SWKS also for the first time put some attention to this technique while TQNT seemed to be asleep.
It is possible that Brcm looks to buy something in the RF space but this is not the reason why I bought rfmd, I did not even consider that.

What do you mean about lack of specific information? A bit surprised you are hoping about a takeover. If this is in the cards, the stock would already at 7.

kudos, you are smarter than I thought.