SgtSally

Are Things Finally Looking Up for Marvell Technologies?

Sandisk is a major supplier of flash for Apple - at a time when it has moved to more flash based players. Observe Sandisk's share price performance over the last 24 months.

MRVL makes an ARM based processor. Nothing unique about it. It makes comodity chips with low margins.

"Some buy-side investors are betting that Marvell can earn $1.00 to $1.50 if it executes well in the fiscal year ended January 2010 (again, not counting options)." Execution has been a real problem for this "family" business. They still have a very shaky hold on their exec. structure.