Seeking Alpha
  • Ashraf Eassa
    $MRVL will print a 6 handle today or tomorrow :/
    12/26/12
    Reply (6)
    • Mark Hartner: Agreed. It isn't just the $1.2B verdict, but the ongoing royalty. Jury is basically awarding 50 cents per HD controller chip sold in future.
      12/26/12
    • Mark Hartner: I am still wondering if this is why their CFO resigned, maybe he saw the writing on the wall on this one.
      12/26/12
    • Ashraf Eassa: Yeah. This cripples Marvell's competitive position against LSI in what is essentially a commodity disk controller market.
      12/26/12
    • Mark Hartner: CMU may go after LSI now. Based on court filings I read, LSI is not licensing these patents either. High likelyhood LSI also infringes.
      12/26/12
    • Ashraf Eassa: How critical is the patent that was infringed?
      12/26/12
    • trendsensor: How about if $MRVL appeals and gets a dismissal? Good chance of that? Bought little on ah @ 7.18 just in case we hear an appeal by $ MRVL
      12/26/12