Just like Nvidia overtook Intel, will Marvell overtake Broadcom? What’s your thoughts? #marvell #nvidia #broadcom #intel
No way
No. Hock Tan will fuck marvel sideways
I wish, Broadcom is even trash company hope they bankrupt
Disagree. Broadcom is a great stand-on-the-ground company. Not like most tech companies which are scammers and bubble makers. If you like to live inside a bubble then you won't like Broadcom.
No chance, Hock's connections run deep
Marvell has too many shitty parts. They suck at retaining talent. Only reason stock is doing well is its "AI" story because of Inphi acquisition enabling interconnect. You would be surprised how few people inside Marvell even know which part of the company is "AI"
The story looks the same for Broadcom yet Broadcom managed to get to 500+ Billion market cap?
I don't agree that it's the same. Boardcom is still the leader in PHY and auto. And for switch, Marvell doesn't even come close. The core serdes team has been there for 20yr under Afshin. Marvell has storage, the bread and butter that's not looking so hot. I'm sure Hock Tan is much better at cutting fat than MM. He's ruthless. MM only cares about his image, getting mad because of employee comments on LinkedIn. Everyone hates Broadcom because they jack up the prices but so does Marvell now.
Hock Tan does not play golf or anything else. People asked him what he does for fun. He said he might watch a few movies but this is his video game.
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lol..No. Hocky is more strategic than Matty