Then I came across an article by Ars Technica chip guru Jon Stokes that showed me an alternative: What if the high-end Marvell Armada chip isn't meant for smartphones at all, but rather destined for next-generation gaming tablets and maybe even video game consoles?
It sounds backward at first but makes more sense the more you think about it. The dual-and-then-some nature of the chip is dimensioned for some heavy lifting in parallel processor threads, meaning that half of the chip can handle game physics while the other focuses on logic and user controls, for example.
More importantly, the graphics component is nearly as powerful as what you'll find in the Sony
It's also why that level of graphics performance is still very impressive when it shows up in a mobile, low-power, or small-package form factor. That's exactly the kind of product categories that could use a fresh engine, and for which the Qualcomm
So forget about smartphones with the new Marvell processor inside, and raise your eyes to the consumer electronics and tablet computer horizons instead. A few consumer-level product announcements should confirm this prediction over the next couple of months. That's the kind of success that will justify The Fool's recent Marvell buy.
Keep track of Marvell and its product wins by adding the stock to My Watchlist. It really doesn't get any easier.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. Microsoft is a Motley Fool Inside Value selection. Nintendo is a Motley Fool Stock Advisor recommendation. Motley Fool Options has recommended a diagonal call position on Microsoft. The Fool owns shares of Marvell Technology Group, Microsoft, Qualcomm, and Texas Instruments. Try any of our Foolish newsletter services free for 30 days. True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.