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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (49668)10/20/2012 9:14:45 PM
From: Spekulatius  Read Replies (2) of 78688
 
Bottom may be in - Barron's has an article about the "Death of the PC"
online.barrons.com

FWIW, I do own MRVL and it looks ugly. Another Einhorn stock going bad after Dell, Delta Lloyd and a few others I don't care to remember. I agree that this bodes bad for HD manufacturer, since MRVL has a dominating market share in HDD controller chips.

FWIW, GOOG Chromebook may be a credible threat as well for the Ultrabooks, which are not selling well to begin with.
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