Thursday, May 30, 2013

Marvell 2nd half opportunities

I have a new article at Seeking Alpha:

Marvell Technologies Opaque Second-Half Opportunities [May 30, 2013, Seeking Alpha]

That article was long, and so I did not go into the networking segment outlook, or into some other areas where we should see revenue ramps in late 2013 or in 2014. One bright spot is LED controllers. Another is ARM-based servers. I should also point out that Marvell (MRVL) first talked about the tablet market several years ago, so it is good to finally see a yet-undisclosed OEM going with Marvell for a tablet. Marvell's ability to integrate a variety of components on an SoC may yet get some tablet traction.

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