Hi Woody. I am at my local library, AH the life
of ease without the Indian. 47 days and me and Jimmy
don't miss the place a bit. Hope you are doing well!! I
must say I am having not much luck finding a new
employ up here in Tip. Hope you see you -
There seem to be rumblings in themarketplace
about another disappointing qtr from MOT, of course
same was true earlier this week about Cisco, maybe a
lot of 'shorts' who are wanting a stampede to cover.
With DNY's current state of process control, I think
they would be better of to start with 1_Sigma. All
kidding aside, I truly believe that there is less
understanding and control of the internal processes than there
were 20 years ago. When you have a pressroom foreman
asking a CS Rep what settings he wants dialed in on the
CREO to run his job, I submit to you a process that is
not well defined. Yes, it is true, I was there and
have the t-shirt.The down hill slide started when
supervisors went away and 'facilitators' appeared on the
scene.Isn't the CEO of MOT an heir of some of the founders?
Seems like I remember reading a story in the WSJ about
that several years ago, seemed like they were
suggesting he couldn't start his fathers Oldsmobile.
Hey Woody... got a rise outta ya. Always good to
hear your take on the issues.
you're right on your points, BUT, the perception in the
market and on the street continues to be quite good. I
guess the real question becomes, "Whose reality is
correct?" If we're in this for the longterm for a capital
gain of large proportions, I think the "streets"
reality is best. For the short term, I'm not sure I dump
some $$'s into it at this time.
And your memory
about the MOT/DNY relationship is dead-on. What a
memory. Maybe that will change in the future if DNY's 6
sigma program really does what it is planned for. With
the Indians track record on integrating goods ideas
into the culture of the business, 6-Sigma and a
quarter will get ya.... (fill in the
fshmn3 I am a little surprised that you are that
happy. I followed MOT for a long time and my
recollection is that they had about 5 bad quarters out of the
last 12. I also believe they were a big investor in
Iridium which has pretty much went belly up, I do not
know if they have wrote that off as a loss or what, I
would want to know b4 I bought into them. Living causes
cancer but you never know what a jury might do. for what
it is worth, MOT did some work with DNY book group
for a while , I think they were '6 Sigma'ing' bark
specs in the paper! I believe DNY was not put on their
preferred provider list so that relationship has ended, I
I bought 200 shares in 9/98 and have NEVER
regretted it. They'll have to pry it out of my cold dead
hands, inless, of course, the whole thing goes belly up.
The question NOW concerns the possible link between
cancer and cell phones. MOT has recently been sued for
such a connection.
The analysts rating is
presently 1.58 where 1.0 is a "strong buy: and 2.0 is a
"buy". This is from 26 analysts and has been coming down
from 1.71 about 3 months ago.
Of course, your
own rersearch is probably the best information on
which to base an opinion.
Is this a good "tech" stock? MOT has cell phones
and satalites and MacIntosh processors.
are also the founding father of Six Sigma, where it
was a huge success.
A whole fleet of satalites
is a nice thing to own, but with a 50+ PE! Do you
think this is normal or healthy?
recently read about Motorola and saw you talking about
tech stocks, and was wondering how Motorola stacks
up.. winner or looser? thanks
Like EMC but never have have pulled the trigger
on it. I have owned Intel , Cisco, Adobe, Dell and
Worldcom for quite some time. I consider Worldcom a
quasitech since they control so much of the internet back
bone. As you can see I pretty much play the
infrastructure side of the street with companies that have real
earnings albeit high p/e's. The drops can be scary but at
least they seem to come back stronger than ever, unlike
DNY so far. Never did get into the dotcoms or the
Ebay's or Amazon's, just never could find a financial
model that supported their valuations. Can't say it
took a lot of brainpower to buy the ones I own, just
stomach to stand the volatility.woody912