MRVL still has a shot

来源: rx300 2011-03-05 21:27:30 [] [旧帖] [给我悄悄话] 本文已被阅读: 次 (635 bytes)

MRVL is not known for innovations -- it has always been a "me too" company.  Let somebody else innovate, they copy the idea, make it cheap and make it high volume.  Innovation, investing in R&D doesn't fit the cheap sweatshop business model.  They just need more dedicated employees or NGC (non greencard chinese).  

MRVL still has a shot if they can seriously copy QCOM and win some strategic accounts like HTC, Huawei & ZTE.  At the right price, I still think it's a tradable stock, but not an investment.

 

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