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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 691.72

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Jan 16 4:00 PM EST

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To: Johnny Canuck who wrote (37031)	5/16/2002 12:04:40 PM
From: Johnny Canuck	Read Replies (1) of 69822

09:27 ET MRVL Marvell's GigE rev growth at risk from Intel-- Piper Jaffray (41.15) USB Piper Jaffray believes MRVL's LOM revenue at INTC will be at risk starting in 2003; channel checks indicate that INTC has working silicon for its GigE PHY core and is likely to be ready for production in 6 months, which will limit MRVL's GigE rev growth and available opportunity as INTC migrates to its internally developed product; INTC and COMS (working with BRCM) have more than 80% share of LOM and NIC mkt and will likely limit MRVL's GigE growth to the highly competitive infrastructure segment; firm believes MRVL's valuation continues to be at a premium multiple over the realistic best case scenario

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