Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Motorola (MOT) -- Ignore unavailable to you. Want to Upgrade?

To: richard w allgaier who wrote (2071)	3/16/2001 11:29:33 PM
From: Sr K	Respond to of 3436

I think the book value is likely lower than $8. The $5B of other assets is likely worth closer to zero, so I take that out and get just over $7 (based on the 9/30/2000 10-Q, and assuming breakeven results since then), using a 2.2 B denominator. That is $15.590/2.2 = $7.09. One change around the corner is a software approach to the cellphone market, where MOT sees the importance. See latest Technology Review at www.technologyreview.com for The Universal Cell Phone. I'm keeping my $12 target (the low a few years ago was just under $40 presplit). Annointing CLS as a savior and an expert at what Motorola thought it couldn't do so well, may well backfire, and the spiral may continue. 40% possibility of breaking $12 and if we do, 50% chance of breaking $10.