Marvell Could Be a Boon for the Semis By Jim Cramer About this article: Will Marvell Technology give what TriQuint and Broadcom took away? Last week, we had the one-two punch of TriQuint and Broadcom really making the whole Internet tsunami look more like a tropical storm. They both talked about withering demand, and Broadcom verified the bears' double-order thesis, but this morning Marvell says that things are on target, there's no wavering and demand is strong. Bears can take their pick. TriQuint did have a product hole and too much dumb-phone, but the demand strength at Marvell, which is much more like Broadcom in product array, makes me feel like the problem is more Broadcom's execution than waning demand. Broadcom's challenged in a couple of ways. First, it doesn't make as much money per sale as it should -- the margins weren't so hot. Second, however, is the idea that it isn't going to have a good fourth quarter,... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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