Marvell Technology (NASDAQ:MRVL) is about to release earnings results. Ponder this Bear Case Scenario:
Marvell Wi-Fi chip was last used in the Apple i3. The market is ultra competitive. Marvell is nowhere with the Apple Smart Phone.
Marvell competes with Broadcom and Qualcomm. All very large and nimble competitors. The real question is can they compete against these two. Many conclude they cannot.
Blackberry selected Qualcomm for their newest handsets. Does Marvell have something of interest to the smart phone developer.
George Gutowski writes from a caveat emptor perspective.