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dandan123
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dandan123,
User Rank: Light Beer
7/26/2015 | 6:34:11 PM
This makes absolutely no sense at all

Putting asside anti-trust issues, this simplay makes absolutely no sense, at all.

Marvell is widely considered as a badly managed, crappy company with a poor product line.
These guys have been losing to Broadcom and Qualcomm pretty much on every socket they've competed on.

Why on earth would Avago/Broadcom even consider buying them.. ?
Sounds like someone is trying to dump Marvell stocks, fast.
kq4ym
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kq4ym,
User Rank: Light Sabre
7/21/2015 | 3:05:49 PM
Re: Marvell's moble SoC business
I wonder how true it may or may not be that "market cap grows by a bit more than the sum of the two, which means they could acquire someone bigger, and the fact you are growing fast means your shares go up more." If true the race should be on by all smaller firms to acquire their bigger competitors.
Sarah Thomas
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Sarah Thomas,
User Rank: Blogger
7/20/2015 | 11:59:10 AM
MKM investment note
MKM got in touch about our article and said it's telling its clients:

Lightreading is reporting that a "reputable source" says AVGO will make a bid for MRVL.  We retain a degree ofskepticism given Lightreading's lack of track record.  Furthermore, nearly 100% of MRVL's business would face significant anti-trust issues or is unattractive, in our opinion: (1) MRVL's storage business competes with LSI, (2) their networking business competes with BRCM, and (3) their wireless chipset business is considered unattractive.   

We would point to our recent INTC for ALTR  note, The Future in Semis Looks a Lot More Like The Retro 90's on why fabless models such as MRVL are attractive for consolidation, though not necessarily by AVGO in this particular case.

 Marvell Technology Group Ltd. (MRVL, Buy, $12.78, $16 PT)

Avago Technologies Limited (AVGO, Buy, $134.70, $160 PT)

Intel Corp. (INTC, Buy, $29.90, $40 PT)

Altera Corporation(ALTR,NR, $50.32)

Broadcom Corporation Class A(BRCM,NR, $53.43)

 

mhui0
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mhui0,
User Rank: Lightning
7/18/2015 | 11:23:59 AM
Marvell's moble SoC business
I hope Marvell's moble SoC business is saved and strengthened if the acquisition goes through. Competition in that space has been brutal, and Marvell has a very competitive offering; just not the name recognition that Qualcomm has enjoyed up to now.
danielcawrey
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danielcawrey,
User Rank: Light Sabre
7/17/2015 | 9:09:08 PM
Re: chip chatter
Marvell does some interesting things, using ARM to build a whole bunch of different microprocessor applications. I like them, and I also agree with the idea that Avago could be like a smaller Cisco in how it goes after companies going forward. It's a viable strategy given how quickly things change in technology. 
Sarah Thomas
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Sarah Thomas,
User Rank: Blogger
7/17/2015 | 2:25:06 PM
chip chatter
I will update as soon as I hear back from Marvell and Avago, of course. What do you all think? Would this create a semiconductor vendor that can't be beat, or would it be a bad, costly move for Avago?


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