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

To: Sr K who wrote (2089)	4/10/2001 6:26:47 PM
From: Bill	Read Replies (1) \| Respond to of 3436

Disaster. Another catalyst for a market selloff, as if it needed one.

To: Sr K who wrote (2089)	4/10/2001 6:35:52 PM
From: $Mogul	Respond to of 3436

DJ Motorola Results -6: Semi Orders Dn 50% In Americas/Europe Semiconductor unit sales fell 22% to $1.5 billion in the first quarter, while orders fell 47% to $1.1 billion, said Motorola. The unit had an operating loss of $131 million in the latest quarter due to lower sales, compared with operating earnings of $128 million last year. Orders fell by more than 50% in the Americas and Europe, fell by more than 25% in Asia/Pacific and rose slightly in Japan, said Motorola. Among the company's major markets, orders fell by more than 50% in wireless, standard embedded solutions and networking/computers. They were down by more than 25% in imaging/entertainment, and they decreased in transportation. Motorola's broadband communications unit sales rose 21% to $818 million in the first quarter, while orders rose 3% to $905 million. Operating profits rose to $130 million in the broadband communications unit, compared with $99 million in the year-ago first quarter. The unit's Digital Network Systems experienced an increase of more than 25% in order and sales in the first quarter, while its Internet Protocol Network Systems' order and sales fell by more than 25%. Transmission Network Systems orders and sales fell by more than 25%. Satellite Broadcast & Network Systems experienced increased orders; satellite broadcast sales rose by more than 25%. (MORE) DOW JONES NEWS 04-10-01 06:30 PM - - 06 30 PM EDT 04-10-01

To: Sr K who wrote (2089)	4/10/2001 9:31:50 PM
From: t2	Read Replies (1) \| Respond to of 3436

Report is lousy but I don't believe the balance sheet looks as bad as we had been prepared for last week. Still think MOT can turn around but I won't be buying until demand picks up in semiconductor business and they find some way to compete against Nokia in the handset market. Maybe a late 2001 story...or maybe not. This company can only do well in environment in which some other second tier competitors like Alcatel, Ericson or some others exit the handset market and we get left with Mot, Nokia as the key players. At least you are then one product away from gaining market share. Nokia has brand loyalty...ie. consumers will pay more even if a cheaper competitive handset is available. Motorola needs to break the loyalty and the only way to do it would be to come up with a new product that is better than the rest.....or beat Nokia to the market in product launch.