Marvell Technology Group Ltd. (MRVL)

tlevine984 (94.14) Submitted: 12/26/06 8:57 PM : Start Price: $19.55 MRVL Score: -26.58

Strong technology company currently attractively priced.

Company has done a great job a innovating and keeping its cost structure lean. Revenues have virtually doubled over the last two years and the company has managed to maintain its margins without suffering from excessive SGA bloat. continues to innovate and sustain strong top line growth and gross/operating margins.

Marvell serves the enterprise "big company computing" space, and will probably see margins detoriate a bit as it goes down market into maintstream consumer applications. The nature of their product offering is cylical, and predictable innovation is tough to acheive in the near term, virtually impossible over the long run.

Still well priced, well run ... near term buy.

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