Список проголосовавших за комментарий " Marvell color on quarter (15.85)<ul><li><strong>Needham</strong> — Needham noted they are warming up to the story, as the new management team continues to execute on transforming the biz. Margins continue to beat on the upside as management drives a richer product mix, executes on operational efficiencies, & streamlines OPEX. As a result, Needham now sees a clear path to 60% GM & mid-20% OM & possibly higher. Management has also stepped up its capital return program, returning over $155 mln to shareholders in buybacks & dividends in F4Q18. Their long hesitation on MRVL remains rev growth, & they expect this to be a highlight of next week's Analyst Day, in which Needham also noted they anticipate management will expand on potential growth drivers; reiterates Hold.</li></ul><p> — Shares of <strong>MRVL</strong> +3.3% pre-market.</p>"