Q: Would welcome your analysis on Avgo v MRVL. Who has the higher growth rate, valuations are both high. Assume risks are fairly high as well , would you buy either at these prices?

Q: In regard's MRVL's last question on Sept 27 you noted a sales decline. I understand they reported on December 4 and seem to have done well. Is sales growth still negative year over year and is it's forward PE ratio still with-in reason? I suppose they are a competitor of NVDA which may be a risk more than an asset even if its chips are cheaper than NVDA's. Have they invented a better chip or is there anything about them which is better than NVDA other than price? Any thoughts you have would be appreciated.
Jim

Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?