Motorola - A right time to move in / watchby techfun on January 29th, 2008 at 6:47 am |
I have been guilty of only quality posts ( yeah yeah call it laziness but I am sticking to my story)
Motorola after its most recent stupidity or unability come up with any decent mobile phone etc etc was hammered by people..
I believe that now is a good time to have a look or maybe a long term position in motorola…
Here is my rationale
- Wimax and other related equipment sales will start kicking in…Wimax is a real possibility in third world countries at first world prices
- As a usual product cycle..however bad Motorola is..I am sure in 4-5 years they have thought of a fresh idea of phone and will be coming with it around August - September. Maybe even with MVIS stuff incorporated
- Ichan is into this one now…maybe he will split of symbol as well as wimax business
- Revenues around 30 billion dollars with market cap 23-24 billion…you cannot be worse than this…
- new CEO ..new hope cycle
Just like WNS it can have a wild ride ( WNS update - stock went to 13 or so before coming back to 16.5 or something in 2 months and I think after earnings in Feb will go even stronger..let us see)











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January 29th, 2008 at 6:58 am