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Technology Stocks : Motorola (MOT)
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To: masa who wrote (2567)8/28/2006 12:48:30 AM
From: Elroy  Read Replies (1) of 3436
 
In general: I do believe that the Market knows about 10 or 100 million times more than I know. At least in long term.

Yeah, and using what you know of the market, you can decipher it accurately 5 to 50 million times!

Well, tell me why Motorola is (according to the Market) so much more risky than the others players in the same business (NOK, QCOM etc.).

Not sure what NOK's PE is, so hard to say on that one. In QCOM's case, MOT is too different to compare. QCOM sells components to MOT (and others), and QCOM has a very dominant position in those components due to the advanced intellectual property rquired to make them and due to QCOM's patent portfolio. MOT's cell phone business is only as dominant as its latest model. The RAZR was a huge hit, the next one may be a huge flop.

Still, I think MOT is the best combination of revenue growth, profitability and low valuation among large cap tech stocks. I own a bunch of it.
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