This column was originally published on RealMoney on July 21 at 9:18 a.m. EDT.
Zander's winning. That's my take on this
quarter. It's clear that
comeback is bigger than anyone thinks, and that it's taking share not just from
but from Nokia, too.
I don't think anyone believes that these cell-phone stocks can ever really break out of the range. I think people believe that a stock like Motorola has made its move, because we believe that all tech, save
, can't move much more without more good news.
I think that's wrong. I believe that Motorola's new product innovations and its moves in music and against
Research In Motion
are going to make it so it moves intraquarter on top of what it has already moved.
The test comes next week with the analyst meeting. If Motorola CEO Ed Zander brings his A Game -- Does he have any other? -- we could convincingly break through $20.
It's been years since we had a clear cell-phone leader. That was the era when Nokia went up almost every week. Can that happen again? I don't think so.
But the idea that a stock will simply stall out until the next quarter -- that's just not going to happen to Motorola.
How about that
? All aboard! ... Many thanks to all of you readers who attended last night's town hall meeting, the
"Mad Money" Main Event. How much fun was that?!?
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At the time of publication, Cramer was long Motorola.
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