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


To: Wallace Rivers who wrote (1220)6/16/1998 3:40:00 PM
From: Matt Webster  Read Replies (1) | Respond to of 3436
 
Wallace, I follow Netspeak, in just the other day at 13. My guess is that MOT will have one more quarter of pathetic execution, then realize that the days of analog cellular and paging are done. They will then use their large market cap and brand name and try to reclaim their technology heritage. Netspeak will be one way they do that, so it's a long term plus for MOT. I think MOT's natural path is to concentrate on wireless data. I also think they will be pushed into CDMA, as LU and NOKa have TDMA and GSM sewn up. I'm looking for a closer relationship with QCOM, as a result.

Be patient with NSPK. MOT is a buy at 35-40.

Matt