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Technology Stocks : Broadcom (BRCM)
BRCM 54.670.0%Feb 9 4:00 PM EST
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To: Paul Viapiano who wrote (6237)5/15/2002 12:36:56 PM
From: Taro  Read Replies (1) of 6531
 
Nicholas III is getting sloppy or was provided with lousy data: Marvell boasts that they now own 70% (and not 5%) of the GE PHY market! Incl. all of Cisco and the Intel MAC/PHY GE family manufactured by MRVL.

Taro

"So we've got Marvell boasting that it has 5% of the market and we've gone to 95%," Nicholas said. "But we're not losing ground because demand is stronger. We're going from shipping 1 million units last year to shipping 5 million this year."
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