Positive:- Low PE, good net margins, lots of cash- Solid management since Michael Dell is back in charge- They try to reduce low margin business, invest in RD and expand beyond the PC with first sucesses just becoming visibleNegative:- Price went nowhere during last 2 years- Cylical company, might suffer if recession continuesCategory: MRVL-
Recs
Positive:- Low PE, good net margins, lots of cash- Solid management since Michael Dell is back in charge- They try to reduce low margin business, invest in RD and expand beyond the PC with first sucesses just becoming visibleNegative:- Price went nowhere during last 2 years- Cylical company, might suffer if recession continuesCategory: MRVL-