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To: tejek who wrote (52044)8/22/2001 2:30:25 PM
From: StoctrashRespond to of 275872
 
...ask "Broad.con" about buying companies for their IP, see how well it's worked for them??...LOL

MRVL is a good buy at 1/4 it's current market price,IMO.



To: tejek who wrote (52044)8/22/2001 11:15:04 PM
From: kash johalRead Replies (1) | Respond to of 275872
 
Ted,

I know MRVL.

The company has sales of $300M and a 3Bn market cap.

They have modest growth.

The YOY growth is due to galileo acquisiation.

Profits are range of few millions/qtr.

Buying them would be insane.

There is no market synergy.

There is no fab synergy.

Why dont u come up with a better candidate??

Kash