Tuesday, June 2, 2015

Marvell Technology FLC story

Marvell Technology: Can FLC Return It to Growth? [June 2, 2015, Seeking Alpha]

This may be a "Boy who cried wolf" story. FLC (final-level cache) may be the next big thing in computers, or at least increase Marvell (MRVL) market share for controller chips by 25% of more, but I just can't get excited about it at this point.

Still, Marvell and its FLC technology are worth watching. I like to think long-term, but Marvell's poor performance over the past decade is one of the reasons I have shifted my portfolio to mostly biotechnology stocks.

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