Motorola Inc. (MOT)
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MOT Forum Topics
- All Comments on MOT
- General Discussion on MOT
- Nokia Tumbles, Dragging Handsets Down [view article]
- Five Trends to Watch in Mobile Devices [view article]
- Finding the Upside with Broadcom [view article]
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- Why New Cell Phone Market Share Numbers Spell Bad News for Motorola [view article]
- Which CEOs Have the Best and Worst Approval Ratings? [view article]
- Motorola Must Hop on the Smart Phone Bandwagon Now [view article]
- Broadcom Could Jump 40% on Growing Smartphone Market - Barron's [view article]
- Don't Cancel Motorola's Funeral Just Yet [view article]
- Motorola: Turnaround in Progress? [view article]
- Icahn Capital Boosts Stake in MOT, Cuts TWC, Shows EMIS Stake [view article]
- Nine Hands-Free Device Stocks [view article]
Recent MOT Articles
- Nokia Tumbles, Dragging Handsets Down
- Five Trends to Watch in Mobile Devices
- Significant Drop In US Consumer Mobile Phone Sales
- Finding the Upside with Broadcom
- Why New Cell Phone Market Share Numbers Spell Bad News for Motorola
- UMTS/LTE at 3.5GHz - Look Out, WiMax
- Motorola Must Hop on the Smart Phone Bandwagon Now
- Don't Cancel Motorola's Funeral Just Yet
- Broadcom Could Jump 40% on Growing Smartphone Market - Barron's
- Icahn Capital Boosts Stake in MOT, Cuts TWC, Shows EMIS Stake
- Full List of Articles »
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iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble [view article]
“I just switched from a Dell to an Apple laptop and love the Mac lifestyle,” says Sanghvi, 22, a recent graduate of New York University. “I never go anywhere without my iPod and cellphone. Now, I’ll only have to bring one device with me.”This Apple Nut's next purchase reminds me of the Iridium Satellite Phone debacle of 1999. The story goes that the wife of a Motorola executive was sitting on a beach in the Carribbean trying to use her US mobile phone without success. She discussed this problem with her husband and the rest , they say, is history. No one at Motorola bothered to think about the existing technology that might have have solved the wife's problem. It was called GSM and it was in use at the same time by Europe and most of Latin America, Asia and Africa.
Why is this relevant? Well, if Sanghvi and the rest of the followers of Steve (Korash) Jobs at the House of Apple haven't realised, there's a wealth of telephones out in the market that can play music and receive calls. For instance, the SE Walkman models are currently selling at a faster rate than the Ipods did at their same time in the product cycle.
"Yes", people with buy the IPhone in their droves. But "No", there not going to be a mass exodus from other manufacturers (including BlackBerry). I suspect Apple will create rather than steal market share.
PS: Somebody should tell Sanghvi his Dell/Apple choice is a trite binary. Reply
lark
iPhone: Who Stands To Gain and Lose? [view article]
I have only 3 words to say.Amazing, Gorgeous and ...
Guide iPhone Converter Reply
Be Careful Bottom-Fishing in Motorola Shares [view article]
Great article Bill. I think, despite what the analysts are saying and the doubts over MOT with respect to RIMM etc, MOT is a good long term investment. Given the recent downturns - likely a decent buying opportunity.Alan - I'd like to know why you think MOT is priced for no upside?
Cheers,
Sonia Reply
New BlackBerry Unveiled with Trackball and GPS, But No Camera [view article]
This is an interesting development. I see the phone market breaking out as RIMM on the low end, as a kind of "gateway drug" towards the iPhone, which is what people will want when they "get serious" or see some growth in their businesses and can upgrade to the big leagues. I predict upside for RIMM through the next couple of years, at the expense of weaker players (LG, Samsung, Nokia, MOT, etc). Shakeout time. ReplyMotorola: RAZR Losing to Pricier Phones [view article]
What they see is that they like control-- they "neuter" all the phones they sell no (no data exchange by Bluetooth, for example, unless you travel to the dark reaches of the web to find hacker workarounds). ReplyMotorola: RAZR Losing to Pricier Phones [view article]
Not sure about that. Vz refused iPhone. I wonder if they see something about iPhone that general public is not seeing. ReplyMotorola: RAZR Losing to Pricier Phones [view article]
This bodes EXTREMELY well for the iPhone. ReplyOptions Trader: Tuesday Morning Ideas [view article]
philstockworld.com does have a member site.Thanks for asking!
- Phil Reply
Options Trader: Tuesday Morning Ideas [view article]
does mr davis have a sevice where he gives options trading ideas? ReplyMotion Sensors Meet Mobile Phones: The Next Big Thing? [view article]
Maybe add a bar code reader. Check out your groceries AS YOU PUT THEM IN THE CART. Comparison shop local merchants IN THE STORE for that TV up on the shelf. ReplyMotion Sensors Meet Mobile Phones: The Next Big Thing? [view article]
Dean,I just read your article on FeedTheBull and I thought it was interesting. Do you see the phone being used for things outside of what a phone is typically used for, such as a remote control as Thomas suggests? Can you give us some more links to articles that you have read on this technology? Reply
Motion Sensors Meet Mobile Phones: The Next Big Thing? [view article]
I think you are on to something. Think "Universal Remote". Think E-Cash. There are many possibilities. ReplyWhat Is Motorola Actually Worth? [view article]
The answer: Less than nothing. They have zero competitive products at this time. They HAD a first rate chip business, which they spun off because they BELIEVED they were a cell phone or a services company-- or something like that. ReplyWhat Is Motorola Actually Worth? [view article]
Who cares ReplyHow To Invest In WiMAX [view article]
I am also interested in the "... spectrum will increase ten-fold." statement and would like to make the point that there are several ways to play that thesis directly.Motient (MNCP), Skyterra (SKYT), and ICO Global (ICOG) are all effectively pure "spectrum" plays as they have rights to large swaths of spectrum and are trading at substantial discounts to valuations suggested by the recent govt auction 66. Inmarsat in London is another spectrum play but also has an operating business so not quite as pure but perhaps a more hedged way to get spectrum exposure.
Any thoughts? Reply