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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: Immi who wrote (119)10/20/2002 12:37:03 PM
From: Lizzie Tudor   of 162
 
thanks!!

I also think wi-fi is becoming saturated, but afaik rfmd and slab sell all kinds of analog chips, and since the 3G phones are now here that should spur demand?

I'm looking at a LT buy of an analog chip company here, maybe mrvl,slab,brcm. Isil is out there too but I don't know how much they are wi-fi.

You know the funny thing about "saturation". Maybe some mkts are saturated after this 3 year collapse in demand, but we are 90% down in peak capacity in some areas after all the layoffs and companies shutting down.
Lizzie
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