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Technology Stocks : Marvell Technology Group {MRVL} -- Ignore unavailable to you. Want to Upgrade?

To: Howard Bennett who wrote (58)	3/22/2001 1:00:55 PM
From: D. K. G.	Read Replies (1) \| Respond to of 162

I can't speak for taro but having firsthand contact w/MRVL or any company for a conservative investor gives more visibility to the investment and reduces the perceived risk for them. Just my WAG, no position in mrvl- on watch list. dkg

To: Howard Bennett who wrote (58)	3/27/2001 10:47:29 AM
From: Taro	Respond to of 162

maybe he is a true believer? Agree that this one is based on real inputs as opposed to technical analysis etc. This FY is pretty much in the box and Marvell is already eating Bragcom´s lunch everywhere in GE land. It´s more to it than that. You do know that MRVL designed the first GE single chip MAC PHY just introduced by Intel, right? "Who never dares never wins...". Great to see that you are long on MRVL. I will accumulate a little more now it got real cheap!