Sonia Mirza

Shareholder Activism At Motorola: The Power Of Free Markets

I think you hit the nail on the head with the product portfolio lagging. For eons we would hear the annoying "hello moto" everywhere, and the Razr, Krazr, when-will-they-come-up... were the only products (at least) I associated with MOT. This should have been an indication...Perhaps the company thought it was creating a timeless product a la coca-cola classic or heinz ketchup or mont blanc stylos. Perhaps they underestimated the fickle consumer, the one that has to have the latest Kraze, no matter if this techno-fix comes from Mot, Aapl, Nok...Frankly I'm a bit surprised they're in this situation.

And not that I take his Cramer's word all the time, but it's hard to argue with the fact their their stock price hasn't moved over $2 in 2 years...

Be Careful Bottom-Fishing in Motorola Shares

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