Motorola

Weekend: A Digital Pearl Harbor

Welcome to the Wealth Daily Weekend Edition— our insights from the week in investing and links to our most-read Wealth Daily and sister publication articles. From Sun Tzu to “Stormin’ Norman” Schwarzkopf, the goal of every military commander has always been pretty simple: to kill people and break things. Beat the other guy, and your name will find its way into the history books… The only thing that changes is the technology. From the longbow to the ballistic missile, the arms race is one that never sleeps. One of the fastest growing fronts in this struggle is in cyberspace. Today’s style of combat is geek versus geek. But don’t believe for a second that it’s not just as dangerous… Because while it doesn’t involve tanks or fighter squadrons, cyberwar’s ability to disrupt an enemy is just as effective, and often equally destructive. It’s war by other means — one that focuses on using computer code to strike an enemy’s Achilles’ heel. Full-scale cyberwar The recent discovery of a computer worm called Stuxnet is a perfect example of the damage a hacker armed with code can create. Using the “most advanced and aggressive malware in history,” cyberwarriors have now set Iran’s nuclear ambitions back by two years, according to most estimates. (Not surprisingly, Israel and the United States are at the top of the suspect list.) The worm itself attacked controllers critical to operations at Natanz, a sprawling enrichment site in Iran’s desert. As operators stared blankly at their screens, the bug’s centrifuges spun wildly out of control, tearing systems apart. “This was nearly as effective as a military strike, but even better since there are no fatalities and no full-blown war. From a military perspective, this was a huge success,” said Ralph Langer, a top German Security expert. “It will take two years for Iran to get back on track.” This is only the latest cyber skirmish… Back in 2007, Estonia fell victim to what Wired Magazine dubbed “Web War One”. Hounded by three weeks of digital assaults, Estonia’s electronic Maginot Line proved as feeble as the original. The country’s firewalls withered as a flood of data sent by the nation’s unknown opponents quickly crashed one system after another, crippling numerous vital public services. Websites of government ministries, banks, and newspapers all fell victim. And while the rest of the world watched the attacks with a combination of curiosity and indifference, military planners…

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The New Leaders in Mobile

Filed in Apple, BP, Debt, Gold, GOld juniors, Google, lead, Motorola, o, revenue, shares, target by on January 18, 2011 0 Comments
The New Leaders in Mobile

Mobile is set for another big year in 2011, but the hierarchy of tech giants is shifting. A year ago, Android was just a promising upstart in the sector. RIMM was barely holding its own, while NOK and PALM/HP were struggling. Motorola was showing signs of life, as it looked like their bet on Android might pay off. Apple, of course, was undisputed king of smart devices. Fast forward to today, and this chart by Millennial Media says it all: They’ve got a ways to go yet, but Google is starting to run away with this one. Wildly profitable Apple shares are up more than 3500% over the last 10 years. As long as we’re cherry-picking dates, from September 1985 until today, AAPL shares notched up 18,885% gains. Mr. Jobs and his team have shown us just how profitable gadgets can be, but the stock’s run is getting long in the tooth. In July of 2010, I proposed Apple is at or near its peak for this cycle. I may have been a little early — I did mention that only a madman would short it — but I stand by the theory. Why? For years, AAPL had the only “fun” smart phone on the market. This is no longer the case. Android is a game-changer. In the long run, increased competition will compress margins and reduce Apple’s piece of the pie (yes, the pie itself is growing larger). No company stays Wall Street’s darling forever. Upside in AAPL…

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Buy Motorola (NYSE:MOT) Before Split Says Oppenheimer

Filed in Gold Bullion prices, Gold Prices, Motorola, o, Oppenheimer, shares by on December 10, 2010 0 Comments

With Motorola (NYSE:MOT) about to split into two companies in the early part of January, Oppenheimer analyst Ittai Kidron recommends acquiring shares of the stock before the split occurs. Major reasons given by Kidron were the split will provide “an opportunity to unlock value,” and acquiring shares in the company before the split. He added, “While iPhone/Verizon is a headwind, we don’t

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