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


To: Taro who wrote (121)10/21/2002 10:04:41 PM
From: Immi  Respond to of 162
 
the intel news is factored into the stock price altready.
I bought some more at 13.50. I am picking up some LTerm
plays now in the optical space. I can wait... On the chip
side we should see TXN down to single digit by the end of
the month, it just warned. Another k-mart long term special.
I am running out of money to buy such good plays..

As for INTC there NPU is doing pretty well. They are getting
business from small players, and are agressively pricing. Their wi-fi play, plus the anouncement of si-ge comm chips
is compelling, provided they pull it off.

I like RFMD and pickeing it up. ISIL is just a one product
shop, and will get wiped out pretty soon if the big players
get into Wi-Fi...
Cheers and happy investing.