Seeking Alpha
  • Ashraf Eassa
    $MRVL has only lost $500M or so in market cap against a $1.17B (minimum!) ruling. DO NOT TRY TO CATCH THIS KNIFE
    12/26/12
    Reply (13)
    • Mark Hartner: I have been watching/paying for the court filings on this one. Will share filings if anyone wants, insightful to their HD business.
      12/26/12
    • Ashraf Eassa: Why don't you write an article? :)
      12/26/12
    • Whitehawk: Lack of diligence on patent rights, or does MRVL management have a case?
      12/26/12
    • Whitehawk: Can someone post a link to the patents infringed? Thanks.
      12/26/12
    • Sal Marvasti: glad I sold out with a 10% loss in November. I am no longer going to touch Einhorns recommendations. I will stick to my own :)
      12/26/12
    • Sal Marvasti: btw your Intel vs AMD it seems you have rich followers, I see evidence in the settlement logs, of AMD selling and Intel buying :)
      12/26/12
    • Bill Maurer: Don't forget - $MRVL will probably appeal, verdict will be reduced probably, and tax savings will further reduce impact.
      12/26/12
    • Bill Maurer: So $1.17 billion now could become say $750 to $1b, plus with tax offset maybe say $500 to $750.
      12/26/12
    • Valuable Insights: Bill, that's the spirit. $MRVL in a world of hurt - Ashraf agree it's a filing knife. Einhorn is still the man, but go MRVL completely wrong
      12/26/12
    • Mark Hartner: Ashraf, I took your suggestion and wrote my first SA article. Now on to other stocks :) I would be interested in your take on Corning (GLW).
      12/27/12
    • B___________: Guess I shouldn't have bought those 7.50 weekly calls...
      12/31/12
    • B___________: Yup, never catch a falling knife
      1/2/13
    • Sirvasq: Glad I went opposite you guys, the hour the verdict came in. Stock up 20%. You should follow George. http://bit.ly/KYYN6U
      1/12/13