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

To: masa who wrote (2567)	8/27/2006 11:31:26 PM
From: masa	Respond to of 3436

I ended up to this kind of thinking because I needed to pay my taxes. Motorola was one of the things I considered. But selling a growth company with 11.5 P/E kind of sounded like a stupid thing to do. At least for me. So I sold my COP shares.

To: masa who wrote (2567)	8/28/2006 12:48:30 AM
From: Elroy	Read Replies (1) \| Respond to 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.