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

To: Immi who wrote (117)	10/19/2002 10:29:44 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 162

re: Gigbit Ethernet is strong I heard that too, and I was surprised. Who needs gigabit ethernet, don't we have a capacity glut? BRCM has weakness in set top boxes, that was the LAST area I would expect to be weak. L

To: Immi who wrote (117)	10/20/2002 3:01:10 PM
From: Taro	Read Replies (1) \| Respond to of 162

sorry, but I don´t have any such reports on MRVL. As for hitting your 12$ buy limit soon, I believe you have a good chance to get your order filled. Chances are not bad that we will eventually see single digits for MRVL as well with BRCM 33% lower at average. How about 6 and 9 for a target to get in in a big way? Have see some GigaEthernet MAC/PHY sampling by INTC recently, which may not be one of the 4 platforms delivered by MRVL. If that can be confirmed many investors may get real nervous and "voila!": Purchase orders in at such limits may well be honored at 9... But don´t get me wrong, MRVL is a great company and a marvelous opportunity just because of these awful market conditions! Taro