Summary
Top management at Marvell is focused directly to this objective.
Analysis
From the technology and business case point of view:
At those times when RIM is about to leave Marvell behind, China is the best option. This is a huge growing market, with the most positive slope in high end. Marvell has the most compelling high end solution. This is the only one that could shrink margins dramatically!
From the management and business case point of view:
Top management at Marvell is focused directly to this objective. They got the channels into decision makers in China, as well as into the Governmental institutes. The direction is clear.
Alon Konchitsky consults with leading institutions through GLG
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
