We believe the slow market conditions and maturity of this market can continue to limit upside and put pressure on high-end estimates.

We believe there is upside to our estimates due to strong execution, overall strength in the devices segment and a relatively strong holiday selling season.

We believe the new company should be a core portfolio holding for investors seeking participation in the proliferation of the mobile Internet.

We believe the company should also see a boost in interest income now that the handset and infrastructure businesses are divested.

We believe the announcement shows further evidence that Motorola's General Instrument acquisition is paying dividends. We have confidence that the company can deliver 20 percent growth in the segment through 2001.