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To: JakeStraw who wrote (3392)3/2/2011 6:55:57 PM
From: Elroy
   of 3431
 
Simple question - what are the two new tickers for the new MOTs?

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To: Elroy who wrote (3393)3/2/2011 6:56:28 PM
From: steve harris
1 Recommendation   of 3431
 
MSI
MMI

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To: steve harris who wrote (3394)3/2/2011 10:03:08 PM
From: Elroy
   of 3431
 
Thanks!

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To: Elroy who wrote (3393)3/3/2011 7:49:28 AM
From: JakeStraw
   of 3431
 
MMI is Motorola Mobility

MSI is Motorola Solutions

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From: JakeStraw4/6/2011 10:39:03 AM
   of 3431
 
Motorola Xoom Not Giving iPad 2 Much of a Fight
minyanville.com 

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From: Eric L4/8/2011 3:54:12 PM
   of 3431
 
Dr. Sanjay Jha's (and Motorola Mobility's) Challenges

>> Moto Must Weigh Greater Scale

Rolfe Winkler
The Wall Street Journal
April 8, 2011

online.wsj.com 

Sanjay Jha has achieved what seemed nearly impossible—a nascent turnaround at Motorola Mobility. But a more sustainable recovery may require more drastic action.

The CEO confronts daunting challenges in his two main businesses, cellphones and TV set-top boxes. In cellphones, he is competing with much bigger rivals like Samsung and Nokia. Without greater scale, Mobility's earnings power in the business will be limited.

In set-top boxes, 29% of Mobility's revenue, the market isn't likely to grow much. Cable operators, who would like to cut their spending on boxes, are looking at alternatives like streaming video through Internet-enabled TVs and tablets.


Deals might be the answer for both businesses. Mobility could sell the set-top box business, possibly to a private-equity player. Meanwhile, in handsets, Mobility's market share was 2.8% in the fourth quarter, says Strategy Analytics, seventh globally. Strong in North and Latin America, its European share is under 1%. Scale can, for instance, decrease component costs.

The handset business delivered its first operating profit since 2006 in the fourth quarter. However, the company expects another loss for handsets in the first quarter, due to the rollout of Apple's iPhone in Verizon stores. Verizon is Mobility's top distributor.

To return to long-term profitability, Mobility needs a stronger position in high margin smartphones. Rival HTC, which like Mobility makes phones running Android software, has 16% operating margin, compared with Mobility's 2% in handsets. While part of the difference is likely due to HTC's emphasis on cheaper Taiwanese labor, it also reflects the fact that HTC has 8% of the smartphone market, well ahead of Mobility's 4.6%.

One solution may be to merge with another Android phone maker, Sony Ericsson, suggests Sanford C. Bernstein analyst Pierre Ferragu. Its overall market share is 2.8%, and its smartphone share is 3.6%. Combining the two would offer cost-cutting opportunities in manufacturing and research. Plus, they complement each other geographically. Sony Ericsson's European strength and U.S. weakness is the mirror image of Mobility.

Mr. Ferragu estimates that investors value Mobility's handset business at 0.33 times sales. Putting Sony Ericsson on that multiple and adding a takeout premium would value it just below $4 billion, about the size of Mobility's cash pile.

The trouble could be persuading Sony and Ericsson to exit, to allow for a single, unified management. And using all its cash would leave Mobility little flexibility to spend on merging the companies and absorbing any further losses.

Trying to out-innovate bigger, better-financed rivals looks tough. Mobility needs to get bigger or get out. ###

- Eric -

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From: Eric L4/25/2011 11:32:04 AM
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Motorola Mobility Earnings on Thursday ...

>> Motorola Mobility to issue first-quarter 2011 earnings results on April 28

April 25, 2011

ec.6g.sl.pt 

Motorola Mobility, Inc. (NYSE: MMI) will issue its first-quarter 2011 earnings results at approximately 3:00 p.m. U.S. Central Time on Thursday, April 28. Motorola Mobility will host its quarterly conference call with financial analysts at 4:00 p.m. U.S. Central Time on April 28. The conference call will be webcast live with audio and slides at investors.motorola.com. A replay of the conference call will be available at investors.motorola.com approximately three hours after the call has been completed. ###

>> Motorola Mobility Shares Drooping Ahead of Earnings

Dave Kansas
WSJ Market Beat Blog
April 25, 2011

blogs.wsj.com 

Motorola Mobility reports results Thursday, and it is not getting a warm greeting from analysts ahead of that call. It’s shares are down about 4% today at just under 24.

Bernstein Research says this morning that it expects an “in-line” report, boosted by some solid smartphone news out of Europe. But Bernstein says it is “worried that the feature phone business could show signs of weakness.” Bernstein expects “small initial shipment” news for the Xoom tablet.

The X factor? Guidance. “Guidance remains a great unknown for us and we expect the stock to move sharply on it” in either direction.

“We recommend to stay away from MMI this quarter, and to wait for more clarity before taking a position. We recognize the stock is potentially at attractive valuation levels but we remain worried by the lack of visibility on where the company could land on a 2-3 year horizon.”

Global Equities Research in California has a starker view. It titles a report this morning “Motorola survivability risks have grown.”

The firm argues that MMI’s “competitive fixation on Apple and Research in Motion is out of place.” In addition, its store surveys show minimal pick-up on Xoom and a crystallizing view on smartphones: folks want an iPhone or something cheap and reliable.

Intriguingly, Global Equities says MMI should not try so hard to innovate in the phone space (that would be the Apple/RIMM fixation), but should use its strong patent portfolio to “selectively attack” other Android-driven phone makers who are currently producing cheaper products.

Should be an interesting report on Thursday. ###

MMI now trading at ~$23.9x down from its $3.54.January 52 week high and relatively close to its $22.73 52 week low.

- Eric -

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From: slacker7114/28/2011 4:31:17 PM
2 Recommendations   of 3431
 
Motorola Mobility Beat Street Targets
By Scott Moritz 04/28/11 - 04:26 PM EDTAdd Comment
Stock quotes in this article:MMI, AAPL


NEW YORK, (TheStreet) -- Motorola Mobility(MMI_) defied naysayers with a strong sales beat and lighter-than-expected losses.

The Schaumburg, Ill. phone maker posted an adjusted loss of 8 cents a share, narrower than the 48 cent loss in the year-ago quarter and better than the 12 cent loss analysts had expected.


Sales for the first quarter were $3.03 billion, up 22% from the $2.5 billion revenue level a year ago and well above the $2.84 billion analysts were looking for.

The company says it sold 4.1 million smartphones, far more then the 3 million many analysts had expected. Motorola also says it shipped more than 250,000 XOOM tablets, a number that does not necessarily compare with retail sales.

The first quarter was not expected to be an easy one for the Android device maker. Sales of the popular Apple(AAPL_) iPhone at Verizon(VZ_) robbed Motorola of its leading position. And sales of the HTC Thunderbolt 4G probably didn't help Motorola at all.

"With a well-recognized brand, a strong balance sheet and industry leading intellectual property, we have the right assets to deliver an exciting pipeline of products, continue to grow our business and further improve our financial results," CEO Sanjay Jha said in a press release Thursday.

Looking ahead, Motorola said it expects to swing to break even in the second quarter. The company is guiding for a net income between 0 to 12 cents a share, that is a range lower than the 12 cents analysts were looking for.

Motorola shares, which have dropped 18% this year on fears of heavy competition, rose 2% to $24.50 in afterhours trading Thursday.

--Written by Scott Moritz in New York.

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To: slacker711 who wrote (3400)4/28/2011 4:41:17 PM
From: Sam
   of 3431
 
That is a surprise.

I saw a headline that claimed that MMI might have sold as few as 15,000 XOOMs last quarter. The pessimism on the company is pretty thick.

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To: Sam who wrote (3401)4/28/2011 4:48:57 PM
From: slacker711
1 Recommendation   of 3431
 
I saw a headline that claimed that MMI might have sold as few as 15,000 XOOMs last quarter. The pessimism on the company is pretty thick.

I have no idea how somebody could up with that estimate. I think the Xoom launch went badly but this wasnt the Kin.

The big number though is the smartphone number. I'd like to hear about Atrix sales. If Motorola has an even moderately decent pipeline for the rest of the year there should be plenty of share available with the continued decline of Nokia.

Slacker

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