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: Ashley Campbell who wrote (738)	3/6/1998 10:37:00 AM
From: Milk	Respond to of 3436

You're not alone, I did the same thing.<eom>

To: Ashley Campbell who wrote (738)	3/6/1998 12:22:00 PM
From: Bald Man from Mars	Read Replies (1) \| Respond to of 3436

<<After watching MOT for months, I finally decided to pick up some shares yesterday given it's general strength in an overall weak market...I bought moments before they issued their warning. I must have the worse timing on the planet!>> I think whoever bought Intel at Wednesday's close has a worse timing ... Don't be despair, how low can MOT go ...

To: Ashley Campbell who wrote (738)	3/7/1998 6:00:00 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 3436

Conference call re-play number 402-220-9943, available till March 9,1997. In general mangement was not very open in the specifics of their problems and the steps they are going to take to fix them. They are deferring most comments till the actually quarterly conference call in April. No comment on capacity utilization of their semiconductor facilities or their CMDA handset production lines. No release date on the 1900 MHz CDMA phones. Only specific about the weakness in the semiconductor group they would add was that the weakness was in the consumer products and discretes. They are experiencing pricing pressure due to excess capacity of Japanese fab's due to weaker demand in Asia. They don't give breakdowns by product lines. Internal demand for semiconductor products by other divisions remain at the historical 20 percent level. They have release three 800 MHz CDMA phones recently and have started volume shipments. Paging sales to China this quarter were less than expected. They expected a weak Q anyway because of Chinese New Year. The rest of Asia remains weak. I'll try to post my notes later this weekend if I get a chance.