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Marvell's Weili Dai to critics: 'Don’t bet against us'

10/24/2012 06:15 PM EDT
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katgod
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
katgod   10/24/2012 9:36:29 PM
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Very funny and I suspect because it is so close to the truth.

mranderson
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
mranderson   10/25/2012 4:37:44 AM
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I think the analyst who suggested Marvell should drop out of the HDD market is a moron. The HDD market is a cash cow of significant profits for those involved and has a high technological barrier to entry. Marvell probably is able to use that cash as needed to move into other potential markets. And the unnamed Chinese sources are questionable. Most people won't buy a smartphone if its battery life sucks. I feel Apple beat Nokia because Steve Jobs recognized this and focused on the end user experience. I personally don't see much advantage above dual core processors since most software is unable to take advantage of it.

rick merritt
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
rick merritt   10/25/2012 6:26:46 AM
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I met a former Marvell board member earlier this year. He said its a real problem that nearly half of Marvell's revenues are tied up in HDDs. Sure HDDs will be around forever but its a slow growth market. Flash is the big growth market. Marvell is not nearly positioned as diversely or well as it needs to be, not nearly as well as Broadcom already is.

WW Thinker
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
WW Thinker   10/25/2012 10:08:19 AM
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Marvell is practically controlled by a woman and her clones. This is not what a long-lasting public company should be run. Just this comment along should make any reasonably intelligent investor and analyst chilled: "I am confident that RIM will be leading the pack with its enterprise software capability"!

junko.yoshida
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
junko.yoshida   10/25/2012 2:59:18 PM
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With all due respect, I actually liked what Weile said when I asked her about RIM. If I were a system vendor, I wouldn't like my parts supplier publicly going against me. I thought it was honorable for Weili to say, "You should know that I go to the war for my customer."

Youself
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
Youself   10/25/2012 3:33:18 PM
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The problem is that MRVL leads by price, while BRCM has always led by innovation. That's how you get Apple, vs RIM.

SylvieBarak
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
SylvieBarak   10/25/2012 4:57:56 PM
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And if you're going to war, you really would want Weili on your side. That woman is a force to be reckoned with, and she doesn't give up. To Weili and her husband, Marvell is more than a company, it's a family business, and like many family businesses in the US today, it faces some tough times, but because it's so close knit, I certainly wouldn't underestimate its potential to batten down the hatches and pull through. Never kick an underdog... you might live to regret it.

help.fulguy
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
help.fulguy   10/25/2012 5:25:01 PM
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When the CFOs keep running from the company, that means there is a problem... Marvell is not a public company, its a family owned business. Until, the family leaves, there is no hope for the company. I bought MRVL shares at $50 in 2006, its now $7 (after 2:1 split). I will definitely make a bet against them (short'em).

sranje
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
sranje   10/25/2012 6:47:44 PM
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Dear Junko, thank you for another interesting article. And -- one certainly should wish Marvell and Weile to have a great success with their 3G/4G cell phone IC platform. I do have a question for Bill Straus and his Forward Concepts since this is not the first time that EETimes uses his/their market share data. By what accounting approach he arrived to his smartphone baseband market shares - whether they are in units or revenues? Smartphones typically have either: -- a standalone baseband (BB) - that goes together with a standalone application processor (AP)-- typically in high end smartphones a la Apple/ASIC or Samsung's Exynos processors or -- an integrated processor (BB+AP)- typically used in all low-end smartphones According to Forward Concepts Marvell is about two times larger than either MediaTek or Broadcom in 1H12 smartphone baseband shipments...!? Could you, Junko, kindly ask Forward Concepts to explain - how was that arrived to - based on all known factual company data, including Broadcom success at Samsung and MediaTek's success in China's smartphones? Of course, in feature phones there are only BBs -- just MediaTek sells there more than 0.5B BB units there but that was not the subject of the article and Forward Concepts graph. Many thanks, once again and my regards

Ovidiu.Carnu
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re: Marvell's Weili Dai to critics: 'Don’t bet against us'
Ovidiu.Carnu   10/25/2012 8:28:44 PM
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Your financial strategy is to buy high and short low? Pretty awesome.

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