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Strategies & Market Trends : Galapagos Islands
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To: stevenallen who wrote (27661)2/19/2003 9:33:54 AM
From: 2MAR$  Read Replies (1) of 57110
 
MRVL Marvell: Piper vs Pac Crest (19.06)
USB Piper Jaffray believes that INTC will announce later today that it has begun internal sampling of a gigabit ethernet chip, which would be negative for MRVL, for whom INTC is a 21% customer. Pacific Crest, however, is positive on MRVL; says its checks at the ongoing Intel Developer Forum indicate that INTC is unlikely to introduce its own gigabit ethernet chip anytime soon; believes development problems will lead to a late Q4 launch at the earliest.
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