一直传说，摩托要卖掉手机部门。我印象中小道消息被证实的几率是非常高的。但是这个消息还是很出乎我的意料。其实想想也是，投资人看重的就是钱嘛，要不怎么叫投资人。据说中兴、三星、LG是可能性最大的接受者，虽然我不喜欢三星，但我还是觉得三星的可能性大。不过我倒希望中兴能买下来，并购是中国企业做大、做强的捷径之一。 很好、很强大！
Motorola considers mobile device spinoff
Possible 'separation' of handset business lifts long-flagging stock
By Dan Gallagher, MarketWatch
Last update: 6:42 p.m. EST Jan. 31, 2008
SAN FRANCISCO (MarketWatch) -- Motorola Inc. said late Thursday that it's considering spinning off its mobile-device business, which has struggled with falling sales and market share this year due to a lack of compelling products.
Shares of Motorola jumped 10% in after-hours trading after the news was announced. The stock has slid nearly 40% in the past 12 months.
In a statement, the wireless-equipment maker (MOT
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MOT) said it is "exploring the structural and strategic realignment of its businesses" as part of an effort to revive its handset business and improve shareholder value.
Among the alternatives the company is considering is some sort of separation of its mobile phone business from its other units.
"All of our businesses have exceptional people, products and intellectual property and the ability to achieve category leadership in their markets," Chief Executive Greg Brown said in the statement. "We are exploring ways in which our mobile devices business can accelerate its recovery and retain and attract talent while enabling our shareholders to realize the value of this great franchise."
The company added that it won't discuss further developments until its board has decided on a course of action.
Such a move has been the subject of fresh speculation around the industry in recent weeks, as Motorola has worked to come off a bad year in which sales of handsets slid amid waning demand for the company's devices. Motorola's last hit was the Razr, which still racks up sales but brings little in the way of profits.
Last week, the company reported an 84% drop in net earnings for the fourth quarter, a loss based largely on the performance of its handset unit. See full story.
The company's troubles have put it under the scope of billionaire activist investor Carl Icahn, who waged a proxy battle against the board of directors last year and still remains one of the company's largest shareholders.
In a statement, Icahn said he was "pleased" that Motorola is considering spinning off the troubled mobile device unit but added that the company "still has a long way to go" in reviving its business. He said he still plans to submit an alternative slate of directors at the company's next annual meeting.
"We believe Motorola is finally moving in the right direction but certainly still has a long way to go," he said in the statement.
Earlier this week, an analyst for Nomura International issued a report speculating that Motorola may exit the handset business and instead concentrate on becoming an enterprise and government company.
He added, however, that speculation about potential Chinese buyers for the business is unlikely, as those vendors don't have many ideas about how to revive the unit. 
Dan Gallagher is MarketWatch's technology editor, based in San Francisco.
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