Ganesh Kumar

Motorola's Warning: Unmitigated Disaster

Today morning Carl Ican had mentioned he had increased the stake at MOT. I checked the stock. I think it is damn cheap. Looking for a whole company perspective, the market cap is 40B but the enterprise value is just 30B. The company has 15B in cash!!. I am wondering whether this is clearly a takeover target. I earlier read that Google is trying to enter the mobile phone market, instead of starting from scratch, it makes perfect sense for GOOG to gobble up this company. Any thoughts??

Is Motorola A Long Term Value?

It is a definite value from a static view point. BUt how do you value it based on a going concern basis.
RAZR is loosing its shine. Apple is invading cell phone market. I was expecting MOT to make some headway in the set top box business and in networking business. But now there are talks of Nokia and Siemens combing their networking business. We already know the Lucent merger. So MOT is going to be left alone. I am not convinced yet they can sustain their competitive advantage.