Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Marvell Moving On Mobile

In the relatively short time since I last wrote on Marvell Technology (NASDAQ:MRVL), the company's shares have done all right - rising about 3% and keeping pace with the SOX Index while modestly outperforming Qualcomm (NASDAQ:QCOM) and Broadcom (BRCM). I continue to have my concerns about the company's long-term positioning in mobile/wireless, but the shares don't seem all that expensive in a semiconductor sector that doesn't have too many bargains. What's more, if the company gets a few breaks going its way (including holding off rivals like MediaTek and Spreadtrum in China), there could be some worthwhile upside to my assumptions.

A Faster LTE Ramp Is A Mixed Blessing

Marvell posted a pretty significant revenue beat...

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