Jack Haddad

Intel's Continuing Folly: Capacity Expansion That's Too Fast For its Own Good

William,

Your assertion and plea that INTC should not be producing processors in light of AMD's competitin so that they may balance capacity is absurd. I respectfully disagree with you.

Jack Haddad, MD, MBA, CMT, DITA
UCSF Medical Center, San Francisco, CA
San Jose Orthopedic Group, San Jose, CA
Merrill Lynch, Santa Clara, CA.
Haddad Capital Management, LLP., San Jose, CA

Marvell and Terayon: Scandal-Sale Exit Strategy

Dear Mr. Cohen,

I thank you much for your input on the article stated above...

While the back-dating scandal of options could have generated red flags in the minds of many investors, I'm not so sure why purchasing Intel's Communications business (a losing interprise for intel) would be regarded and deemed as an automatic failure to Marvell Technology Group!? The stock has shed nearly 22 points on the 600 million Intel purchase agreement alone.

All in all, the more negative the sentiment grows on Marvell, the more share I will accumulate. The selling has been severely overdone.

Jack Haddad, MD, MBA, CMT, DITA
UCSF Medical Center, San Francisco, CA
San Jose orthopedic Group, San Jose, CA
Merrill Lynch, Santa Clara, CA
Haddad Capital Management, LLP., San Jose, CA