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

To: Dexter Lives On who wrote (2578)	9/21/2006 2:32:46 PM
From: Dexter Lives On	Respond to of 3436

Zander Gets WiMaxcited 09.06.06 NEW YORK -- Ed Zander, the sparky CEO of Motorola Inc. (NYSE: MOT - message board), just can't get excited enough about WiMax -- or intellectual property, for that matter. Speaking here at the Citigroup technology conference, the Moto boss -- invigorated by many recent trips abroad during which, he said, he witnessed an "explosion" of mobile devices in the emerging markets -- said his company is gearing up for an all-out blitz on broadband access technology that includes infrastructure, intellectual property, and devices. He sees the WiMax standard as one of the biggest opportunities in years: "It reminds me of 1993 when we were talking about the Internet." Motorola is a significant investor in WiMax, with its largest project being a partnership with Intel Corp. (Nasdaq: INTC - message board) and Sprint Wireless (NYSE: PCS - message board) to roll out a nationwide WiMax network in the U.S., for which Motorola will be developing handset products. It also has the "MotoWi4" portfolio of WiMax technologies that includes the Canopy wireless technology for unlicensed spectrum. (See WiMax Ramps Up.) Zander said the open-standards approach of WiMax will make it a natural success for mobile broadband access, whereas 3G technologies have become too expensive. The 3G market has been fragmented by battles between the GSM and CDMA camps, with CDMA still dominated by Qualcomm Inc. (Nasdaq: QCOM - message board) and its patents on the technology. That it's an Institute of Electrical and Electronics Engineers Inc. (IEEE) standard is "the best thing about WiMax," Zander said. "There are multiple chip implementations based on open standards. The role of innovation -- that's what open systems do for you." .... unstrung.com TM

To: Dexter Lives On who wrote (2578)	9/22/2006 10:19:21 AM
From: waitwatchwander	Read Replies (1) \| Respond to of 3436

Hi Rob, Moto acquisition of Symbol sure got my attention. It will take Moto into a whole bunch of new markets. In particular, wholesale distribution and retail. Cracking new relationships will be a big challenge. Is the value proposition "Bridging" opportunities, WiFi/WiMAX for instance? Can you imagine how personal radios interface with corporate radios, marketing radios and finance radios and operational radios? All within a "location", i.e. store or enterprise. Remember the IBM shoplifter ad? Zander even made a comment about "imaging newness" on the conference call. Copious amounts of software co-ordinating variants of similar hardware. Some big players in that sandbox! Consolidation has been the name of the game for quite a while for many folks. Integration, retention and quick value creation will be critical. It all kinda reminds me of the late 90's, when Nortel, Cisco and Lucent were gobbling the gobbled like Tomorrow Never Matters. Hopefully, gobbling won't get all gobolly gooped up this time around. Is WiFi/WiMax integretion, new market expertise and software worth $4B? Time will tell. Trevor