Seeking Alpha
  • Ashraf Eassa
    New piece about what the heck is going on with $MRVL coming soon...
    10/2/12
    Reply (8)
    • Funkengruven: Feel free to do one on ATML as well... always enjoy your articles. :-)
      10/2/12
    • Austin Craig: I would like to see SSD's covered in MRVL, SSD controllers, possible prices if you can find it for a MRVL controller vs an LSI. just an idea
      10/2/12
    • Ashraf Eassa: SSDs are certainly a big part of the Marvell long thesis. My piece will be quite comprehensive.
      10/2/12
    • Ashraf Eassa: @Funkengruven - yeah, I'll do an ATML piece too...that bloodbath also needs an explanation
      10/2/12
    • Funkengruven: My man! Thanks Ashraf!
      10/3/12
    • Whitehawk: Would like to see an article on semi equipment MFs and their future market (other than Intel :) ), and an article on non-Intel fabs
      10/3/12
    • Ashraf Eassa: Whitehawk - absolutely have stuff in planning. In particular, I'll be doing deep dives into TSMC, ASML, AMAT, KLAC, etc.
      10/3/12
    • Ashraf Eassa: I wish I could talk about GloFo in its own article...but it's not public.
      10/3/12