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To: Lizzie Tudor who wrote (181232)	5/18/2005 2:17:37 PM
From: Lizzie Tudor	Respond to of 186894

OT I finally found out what MRVL does, and why he is rallying. 2 strong chip stocks are BRCM and MRVL. Or how about Broadcom (BRCM:Nasdaq - commentary - research)? We've got a new high going there, but hardly the all-time breakout we need. Still, its dominance in broadband communications gives it the growth other semis would kill for. Expensive it is, and, alas, it doesn't have the clear path that Whole Foods has. In fact, the betting is that this breakout will die on the vine. And then there's Marvell (MRVL:Nasdaq - commentary - research), which is right at the breakout point. It needs a point or 2 to take out that high. Will it get it? In many ways, this stock is the biggest question mark of all. Trades at 45 times earnings. But is that going to turn out to be high because the numbers are so great? We'll know this Thursday whether this company's going to deliver a number that so exceeds the consensus that it deserves the appellation "breakout." The brains inside the Apple iPod, the wizard within the Dell Digital Juke Box and most recently the Microsoft Xbox 360, Marvell's got the bloodlines to go all the way.

To: Lizzie Tudor who wrote (181232)	5/18/2005 2:18:55 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

First, I do not have an "emotional dislike" for Google. Quite the contrary; I use it everyday and it is by far the best search engine out there at the moment. It also does far more than your typical search engine does; I am cognizant of this. HOWEVER, the value being assigned to GOOG almost implies that the search biz has no barriers to entry. MSFT (and others) have billions of dollars to throw at this to compete, and even be wrong all the while. That being said, I would never buy a new computer because of anything GOOG offers; and I do not envision anyone else doing so.