MRVL: Marvell Technologies

November 28, 2007

Some companies, though offering good products, never seem to be of interest for investors whereas other companies (that suck) make the big money like hell. Might be an explanation why Micro$oft got so big with their junk MS-DOS while others like Atari, Amiga and Q disappeared from the market in the early 90s though their operating systems were much better than the crap of MS.

Anyway, one of the most interesting companies in the IT in my opinion seems to be Marvell Technologies (NASDAQ:MRVL). (No, it’s not Marvel Comics!)

Marvell Technology Group Ltd. is a global semiconductor provider of analog, mixed-signal, digital signal processing and embedded microprocessor integrated circuits. The Company’s product portfolio includes storage, switching, transceiver, cellular and handheld, wireless and personal computers (PC) connectivity solutions, (…) as well as power management solutions, which serve diverse applications used by corporate customers. The Company subsequently applied its technology to the high-speed and broadband communications markets, where it provides physical layer transceivers, switched Ethernet and wireless solutions, which serve as interface between communications systems and data transmission media, to manufacturers of high-speed networking and wireless equipment, including Asustek, Cisco, 3Com, Dell, Foundry Networks, Intel and NETGEAR.

Some weeks ago they announced they had invented a new chiptechnology that reduces the energy consumption drastically. One now should expect the stock moving higher since that kind of thing is at least enormously important for notebook computers (which have already outrun desktop PC). But hey, the stock is moving down to 52Wk lows now.

What’s wrong with this stock, investors?

Seems to me, those people are looking just on numbers than on chances in the future.