MRVL - iPhone 5 and iPad 2, Marvell will supply the WiFi

http://www.electronicsweekly.com/Articles/2010/10/01/49572/wolfson-audio-in-iphone-5-and-ipad-2-says-taiwan-report.htm

This could purely be a rumor, but with significant impact to MRVL performance.

The unbelievable pace of tech innovation makes it almost impossible to assess fundamentals of any tech company.

NVDA is another good example. One news pushed it's stock price down almost half in very short period, yet another news pushed it up the same amount or even more also just in a week or so. And now it's down significantly again mainly due to iPad 2 announcement.

This makes insider info very very valuable.

warren buffett almost never invests in tech, with one high profile exception - BYD - which is an obvious failure, even though he still makes money there.

所有跟帖： 

• It is pretty old news, "Friday 01 October 2010" -Arizona8- ♂ (37 bytes) () 03/05/2011 postreply 19:24:17

• Never invest in innovation says -392- ♀ (50 bytes) () 03/05/2011 postreply 20:04:41

• MRVL still has a shot -rx300- ♂ (635 bytes) () 03/05/2011 postreply 21:27:30