samij

Here's What Will Happen To Apple's Rivals

> in the U.S., they’ve grabbed a 25+% share of the smart phone market

nice round number :) what about you make an alternative estimations based on the market share iphone achieved in france, germany and the uk. that way you might get an blog post resemling something other than fanboy rambling.

AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein

motorolas biggest was exactly what the analyst in the blog entry above suggests apple to do: drive down the price of one desirable "hit" or "killer" product the company manages to produce.

the winning strategy in mass market gadgets is segmentation the product line, producing different customer groups with somewhat different product while maintaining the price point relatively stable within each product category.

a very good example of such strategy is the ipod line of apple. another example in the cell phone business is the product line of nokia, which gets new product targeting some segment once a week, not once a year.

in the long run, i expect apple to follow those examples with iphone, not that of motorola.

AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein

Maybe Sacconaghi should take a closer look at Motorola before using it as a model of how to run a cell phone company :)

More on Motorola Valuation

i think most would say that the realistic projection is that motorolas' sales are going down. seriously, they haven't introduced anything of interest in couple of years! the industry is going fast forward with touch screens, gps, cameras approaching usable etc, and motorola has absolutely nothing to offer!

realistic projection start of from say 2/3 of the current sales. pessimistic would start from half the sales. you'd also need to factor in the costs for the company to downsize its operations to mach that level, ie, no profits for the couple of years to come.

Raw Data Report: Cell Phones

it's kind of difficult to see what purpose a cell phone report based on questions us operator "locations" answered might serve. certainly nothing investing related.

maybe you could explain the purpose of such a report next time?

Mobile Handset Volumes: When is the Point of Inflection?

one further thing to consider is how the seasonality affects the mobile phone sales: during 4q the sales volume comes from europe and usa (holiday sales), while in 1q the asian markets are of importance (chinese new year being the key). 3g is less important in the product mix in asian markets, while in european markets such a feature is taken for granted.

so for 1q mobile phone sales the 2g chip manufacturers are to be watch for indicator, while 4q those indicators were found from 3g chip manufacturers forecasts.

Motorola in Pain - Dell to Rescue?

Believing that they are in a hits business is exactly what brough Motorola down. This was/is wrong analogy. What they need is a continuous strong line of products for several different segments. That means that the business is a platform business, where you develop platforms allowing flexible products lines. Dell has a lot in their hands just managing their core business. The last thing their management needs right now is to have another problem child to look after.

I guess it makes an article more sexy if you manage to squeeze iPhone into it, but iPhone is the least of problems of Motorola. LG and Samsung are the ones that are eating Motorolas market share by the quarter. Their product development runs circles around Motorolas depressed efforts. That part of Motorola they don't need. And why on earth would they spend 10-20 billions to buy market share when it is dropping into their hands anyway?

Nokia Ready to Exploit Motorola's Weakness

Thomas, you may want to take closer look at Nokia's numbers before you make your statements. Nokia has very healthy margins on low end phones, just as it has in high end phones.

You also might want to check Nokia's position in high-end phones. They are just as strong there as they are in low-end.

Finally, comments about "exploiding" and "third world" countries are stupid. Mobile phones empower the emerging market population more than anything and the margins are great, as pointed earlier. Pure win-win.

Motorola May Spin Off Handsets Unit - iPhone's First Casualty?

Once again blog entries on this site have so many misunderstandings it's not even funny. Well, actually it is. Although seekingalpha might start to look for better blog entry submission before it becomes completely unrelevant.

Anyway, Duncan, firstly, Motorola's problems did not start with iPhone. Secondly, 19.2% smartphone market share is in the US, the business Motorola operates in is global. In the US cell phone market, iphone has a 3-4% market share.

Third, other products you mention are announcements, they cannot have anything to do with the Motorola's downfall even in theory.

Thomas, iPhone is following the razr product cycle, this means that in year or two (in the end), iphones are the phones given away for free with subscribtions.

Motorola in the Mud: Good Buying Opportunity?

IIRC last time the right moment to buying MOT was when there was a change of CEO. I'm inclined to think that this is the "blood in the streets" sign of this stock.

Apple's iPhone Has Boosted Stock of Rival Handset Producers

I was wondering why they call it the JesusPhone, now I know: because it is doing miracles :)