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Technology Stocks : Marvell Technology Group {MRVL}
MRVL 86.34-0.2%Dec 26 9:30 AM EST

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To: Immi who wrote (114)10/18/2002 6:52:23 PM
From: Taro  Read Replies (1) of 162
 
MRVL badly needs to get their act in Europe together, where their sales are close to neglectable. Apart from that they are indeed kicking butts!
Their luck: BRCM is worse off with their direct sales to tier 1 accounts only, an approach which does not work in odd times like this where by definition tier 1s don´t bring in the volumes and special local relations count for a lot.

Taro
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