Ruski

Motorola: It's Time For Change

VAU !!
This was one of the best comments I have ever read on Seeking Alpha. Good work Eric!!

I have attended and listened in on most of Motorola's CMDs over the past 10+ years and I would totally agree with Eric that besides the normal "empty words of bs", this time they actually revealed (to people that understand the biz) that they are totally lost in what to do to get back to a position in handsets to actually challenge the Nr1 Nokia. It is not going to happen, at least not in the near future meaning 2-3 quarters. I am not sure if Motorola even will be able to defend their Nr2 position against Samsung, and even Sony Ericsson could become a tough name to stay ahead of.

Sure, it seems they talk about doing the right stuff now, but it also seems they are now doing some of the things Nokia has done for years already (like focus on working capital, turns, multiple sourcing, cash conversion, broad portfolio etc.) and copy-pasting that will simply not be enough.

Looks like Nokia has a lot of positive momentum ahead as Motorola is down on their knees. Even the likelihood of finally witnessing a turnaround for Nokia in the US market during 2008 seems much more likely now.

How To Invest In WiMAX

Interesting article, good work. Could you ellaborate a bit on your statement

"when classified as IMT and IMT-Advanced, the value of WiMAX spectrum will increase ten-fold."

Those few who have WiMAX spectrum, what have they paid for it (example Sprint) and how is that price relative to what has been pain for cellular (CDMA EV-DO or WCDMA) spectrum?

To me, the biz model & technology uncertainties with WiMAX still seem pretty big, in particular as WCDMA HSDPA will have a lead of at least two years in commercial implementation, that simply getting the IMT "stamp" does not necessarily make WiMAX or the spectrum a 'holy Grail'. And I assume IMT approval should not come as a surprise either.