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To: The Ox who wrote (4193)	8/23/2002 7:00:51 PM
From: Taro	Respond to of 4710

To:Taro who wrote (104) From: Taro Friday, Aug 23, 2002 6:57 PM MRVL - and quarterly results: Obviously I was wrong - and I am happy for that! This proves the point that not all of the peers out of the group of AMCC, BRCM, PMCS and VTSS must right now be bad news... Isn´t it time that more people realize, that MRVL is indeed in this group - and indeed outperforms them all??? Taro

To: The Ox who wrote (4193)	8/31/2002 11:56:15 AM
From: JK	Read Replies (1) \| Respond to of 4710

Michael, thanks. I enjoy your insight and believe you are correct. You just say it so much better than I can. The bottom line that many of us believe is: earnings will float this boat. And, earnings will come back. Though I think that is several quarters off, insiders are confident enough that during August they bought about 590,000 shares while selling less than 6,000. (I got my numbers from MS Investor site, so do not guarantee their accuracy; but it's probably in the ballpark.) Still, I bet the trend is to purchase from the inside rather than sell, because a buck-thirty is cheap for this stock in the long run. I have invested here. Further, Tech overall will rise faster than VTSS, but VTSS will float with the overall Tech marked to some degree. I feel sorry for all those fund managers who had to get out at the bottom because of the S&P decision. I heard on TV that "you make most of your money in a bear market...you just don't know it at the time." - jk