Marvell Technology Group {MRVL} Message Board

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Technology Stocks : Marvell Technology Group {MRVL}

MRVL 93.74

+5.8%

Oct 31 9:30 AM EST

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To: Lizzie Tudor who wrote (118)	10/20/2002 9:43:04 AM
From: Immi	Read Replies (1) of 162

lizze, Set top is weak because of product transitions, and the new upgrade cycle for DOCSIS 2.0 starts in January. Hence, BRCM was weak. I have been dipping into both on weakness. More intresting is RFMD's entry into Wi-FI. This market looks like it is getting saturated. Gigabit is strong, since it is moving to the destop. Immi

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