Chandler Lutz

Marveling as Marvell's Earnings Growth Takes Off

Great Article! The only thing that I would also like to know about is the firm's competitive advantage. In the fast moving technology business a competitive advantage is very hard to sustain. If this firm can't stay ahead of competitors (I don't think I saw any R&D numbers in the article) all the growth mentioned would have been for not. In general, the degree of "moat" is hard to determine in tech companies most the time. That's probably why I usually stay away from such firms...