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Technology Stocks : Marvell Technology Group {MRVL}
MRVL 90.96-2.5%Nov 7 9:30 AM EST
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To: mike thomas who wrote (49)2/7/2001 4:34:55 PM
From: Taro   of 162
 
Galileo´s exposure at Cisco, I guess. Which is not a tragedy of PMCS magnitudes...And who knows how strong the disc drive business was at Marvell last quarter? The networking part of Marvell with an abundance of (non Cisco) tier 1 and other design-wins has yet to gain volume as compared to the drive business. That should take place in the next 3-6 months. Add to that the recent Motorola support for Galileo´s chip-set activities based on Moto´s decision to terminate further captive efforts in this area.
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