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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?


To: Doppler who wrote (47283)7/31/2000 9:10:04 AM
From: Doppler  Read Replies (1) | Respond to of 63513
 
Futures up this morning. May be the start of a 2-3 day rally. If so, sell into strength. JMVHO.



To: Doppler who wrote (47283)7/31/2000 9:49:46 AM
From: The Phoenix  Read Replies (1) | Respond to of 63513
 
I have no opinion on MOT. Do you think they have what it takes to execute?



To: Doppler who wrote (47283)7/31/2000 1:14:40 PM
From: John Pitera  Read Replies (1) | Respond to of 63513
 
MOT has very small margins something like 1.2% on cellphones

NOK has 24% operating margins, ERICY is like 8 or 10%.

MOT is cheap from a few valuation perspectives, and if
they can get their margins up or reorient their business.

anecdotally,I know several people who have been paying
up to get MOT's latest phones.