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Strategies & Market Trends : The New Economy and its Winners
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To: Mark Fowler who wrote (1478)9/13/2000 1:30:05 PM
From: Si_Detective  Read Replies (1) of 57684
 
Mark, very often, my problem with investing is not picking a winner, it is when to sell it. So the answer is I don't know. :)))
Regarding MRVL, people perceived it as mini Broadcom now as it's taking market share from Broadcom in Gigabit chip(MRVL's product is better). Besides its company culture is very similar to Broadcom, mean but effecient. Intel has already using MRVL's chip, I bet there're some other big names will come join in soon. A lot of investors who missed out BRCM in early days probably afraid to loss anther one, eventhough the valuation is very high already.
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