Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Marvell color on quarter (15.85)<ul><li><strong>Cowen</strong> — Cowen discussed that with another solid Q & flat q/q revenue guidance that was roundly better than most on the sell side expected, this was another solid step toward dramatically better execution & sustainable cash flows. In the near-term, Cowen would not get out over their skis as rev will still remain somewhat challenged due to 1) the potential for some correction in storage — particularly HDD, as NAND availability improves; and 2) the falloff of some legacy biz in networking and ~30% y/y declines in other (printer, AP, & comms processor). However, MRVL is 1Q ahead of the cost targets, & the swiftness with which MRVL has bumped up against the 60% GM target set last July speaks to the opportunity still on the come. Lastly, Cowen noted they see a path to $20 as a base case with potential additional portfolio rationalization & M&A (likely in networking) creating upside to this level.</li></ul><p> — Shares of <strong>MRVL</strong> +4% pre-market.</p></td> </tr></table>"