Marvell Technology Group Ltd. (MRVL)

All Comments on MRVL

  • commenter
    crimfunk
    Aug 26 01:03 PM
    Tuesday Options Update: UNG, WYE, XLF, GE, AAPL, MRVL, FNM, MCRS, CLNE, CAKE, [view article]
    <US Natural Gas Fund (UNG)>

    Fast money was pimping the UNG last night. I'd rather trade the e&Ps APC, PXD, XTO among others.     Reply
  • commenter
    irondoor91
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    WorldBeta
    Aug 21 03:13 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

    Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

    User 164258 - you are correct and the glitch is fixed on my blog. . .
     Reply
  • commenter
    User 164258
    Aug 21 02:18 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.

    You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter     Reply
  • commenter
    Jake2
    Aug 21 12:15 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply
  • commenter
    Eric Fox
    Aug 21 11:35 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply
  • commenter
    nickgogerty
    Aug 21 09:29 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful. Reply
  • commenter
    TinyTim
    Aug 16 05:27 PM
    Top 10 Semiconductor Stocks [view article]
    any disclosures? Reply
  • commenter
    principle
    Aug 15 07:50 PM
    Top 10 Semiconductor Stocks [view article]
    Who really thinks Nvidia has some technological lead over AMD or INTEL? Thats just funny. Both AMD and INTEL have loads more technology than Nvidia, which is why NVDA is in trouble. Nvidias technology right now was to throw as many circuits on a die as possible which makes the die larger, fewer on a wafer, lower yields/reliability from the ones that survive. Nvidia has been lucky that software programmers favored their architecture and drivers. Nvidia is a good company but I wouldnt say they have any technology edge in the semiconductor business. The only reason they have grown this large is the absence of competition because they bought them all out in the 90s or they were competing with Intel or VIA who dont care about graphics, and then ATI showed up and gave the world better products and competition to Nvidia. Reply
  • commenter
    DAVEB4444
    Aug 15 06:09 AM
    Top 10 Semiconductor Stocks [view article]
    MY I-PHONE EXCEEDS MY EXPECTATIONS 10X. Reply
  • commenter
    Takayama
    Aug 15 01:32 AM
    Top 10 Semiconductor Stocks [view article]
    iPhone is not on my want list.
    I target the Lenovo net-book S10.

    Reply
  • commenter
    David White
    Aug 13 10:52 AM
    Retail on a Tear - Fast Money Recap (8/11/08) [view article]
    Today K+S AG a European specialty fertilizer supplier reported fantastic earnings. They more than quadrupled the year ago quarter. This may be the impetus to turn around the POT, MOS, and AGU trades. They moved to the upside yesterday when the dollar weakened. However, they are continuing to move up today even with a relatively strong dollar. Grain futures are up today. Oil futures are up slightly. Things are boding very well for POT et al. Reply
  • commenter
    User 208427
    Aug 08 11:00 AM
    Thursday Options Outlook: XLE, WB, MRVL, NUE, HSY, COF, F [view article]
    I LOVE this part of my day! Thank you for putting together such great analysis of the options market! Reply
  • commenter
    Ames
    Tiedeman
    Aug 02 03:18 PM
    My Website
    Semiconductor Returns a Function of Financials [view article]
    I fully expect the SOXX to recover over the next 36 months. The opportunity found in SNDK and NVDA are once decade opportunities. The opportunity in AMD if it can make itself right is one in an investors lifetime. Reply
  • commenter
    get_real
    Jul 16 10:52 AM
    Marvell Tech: Color on RIMM Chatter [view article]
    People... come on. The fact that RIM is dipping its toes in lower end markets, out of its traditional area of high-end devices means it's just doing what it takes to break into more consumer markets and diversify the product portfolio. It would make no sense for RIM to use a powerful MRVL processor in a lower end phone. Think of it like this: Freescale processor = Motorola RAZR type phone. MRVL's more powerful applications processors are required for RIM's PDA-like functions and numerous applications the platform supports. Only if RIM's whole product portfolio goes downmarket should investors be concerned here. I don't see that happening. The entry to lower end is most likely part of a brand building initiative. Reply

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