Ranjit Thomas

Marveling as Marvell's Earnings Growth Takes Off

Maybe you should have pointed out that the "EPS" you refer to is pro-forma and ignores a huge amount of stock compensation? On a GAAP basis, the company is barely profitable.

Marvell: Are Acquisition Rumors True?

Just one of those rumors thrown around to pump up a stock already at an inflated value. MRVL is trading at 30x GAAP EPS - why would anyone pay a premium to buy it?

Marvell’s Price Target Looks Achievable

Well, as long as you look at non-GAAP EPS and ignore a humongous amount of stock comp, anything is possible. If you were to follow a fundamental investing point of view, you would come to realize that MRVL can barely do $0.50 of GAAP EPS a year. So, maybe a $10 stock price would be appropriate?