His best pick of the lot? It's Motorola (MOT) because it offers the most reward for the risk.

android

I search for other bull markets that are as good as this one, and I come back to the one in the mid 1980s that was led by Motorola (MOT) and Texas Instruments, when these stocks set the pace for so many other growth companies and created an atmosphere where you felt like you were missing something if you didn't own just one.

in the family

Outperform - Price 7.19 on August 4
by Morgan Keegan

MOT reported 2Q09…revenue [results were] in line, due to relative strength in handsets, offset by relative weakness in Home/Networks. EPS was a 1-penny loss, pennies better than our expectations. Motorola provided further clarity by indicating it expected Android smartphones to launch in 4Q, and a majority of its handset launches in 2010 to be Android-based. And iDEN-based handsets are seeing a resurgence with Sprint's successful Boost Mobile offering.… Broadband Mobility units appear stable, and should be flat-to-up sequentially in second-half '09.We're upgrading to Outperform as our sum-of-the-parts valuation gets to a $10/share fair value, $8 alone for Broadband Mobility. Liquidity risks no longer appear relevant, and peer group multiples have expanded significantly…We view the risk/reward over the coming six months as favorable. Market cap: $16.5 billion.

Motorola (MOT) -- people think the restructurings are finally paying off despite the company not having the right or the cool phones. That's an amazing leap of faith, but the market's enjoying it. Handset shipments did increase, though.

And he also told the desk he thinks Motorola (MOT), Dell (DELL) and Sony (SNE) are itching to go lower.

When you see those Texas Instruments numbers, you want to reach for pretty much anything wireless except maybe Motorola (MOT) or Nokia (NOK), although even the latter might make sense.

The Apple Ripple Effect: James Rogers breaks down tech headlines on his radar.
Click here to watch the video.

"You can only imagine the extrapolations there: Verizon (VZ), AT&T (T), Research in Motion, Apple (AAPL) iPhones, Sprint (S), Motorola (MOT), Nokia (NOK) and LG Electronics. These companies are all inventory-constrained (although Motorola is the most problematic, as anyone on that conference call knows)." ("Tech Tops the China Boost," 5-4-09)

cell ph poor

I've rode it all the way to the bottom and know they stopped paying dividends

Competion is beating them out.

it loses me money

jj

???

COME BACK

nodiv

lost it's mkt. share

have owned for years (Mother and Brother worked there)..It has been a failure..I no longer choose stocks just because I "know someone that works there".