Brian Modoff Quotations

While an industry-wide slowdown in semiconductor demand is something management has little control over, of greater concern to us is management's continued difficulty in executing its handset product transitions and cost reductions in an increasingly competitive market. We do not see this improving anytime soon.

We would also like to emphasize that Motorola is building several strong businesses independent of its handset business, including network infrastructure, semis, and broadband, all of which have both healthy revenue and high margins.

E-mail was the first frontier and now they are asking what's next. Application support is definitely right, but it's also a strategy their competitors will employ.

There's nothing about the third-quarter numbers that anyone can complain about.

The Rise of the 3G Empire: Even Rome Had Its Bad Days.

It's giving competitors an instant foot in the door.

This is a company with a lot of operational issues going forward.