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  China Mobile Will Add Fuel to the Chinese SmartPhone Revolution

  Published: August 29, 2012

  CHLCHLAAPLGOOGMRVLQCOMCHUCHA

  The availability of affordable smartphones (less than $130) will trigger explosive smartphone adoption in China. China Mobile (CHL) is a leader in the voice segment, but was losing ground in the smartphone segment. However, its main competitive disadvantage (lack of handset variety) is now fixed....

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  Quick Pitch: Long on Marvell (Nasdaq: MRVL)

  Published: September 11, 2012

  MRVL

  Marvell (Nasdaq: MRVL)
  Current Price: $15.40
  Target Price: $20.00
  Recommendation: Long
  Source: Hedge Fund. Boston, MA.

  Summary
  Marvell is a great semiconductor company with strong IP which has been hammered due to exposure to HDD, RIMM as well as the effects of an earthquake and massive f...

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