This column was originally published on RealMoney on March 24 at 11:52 a.m. EST. It's being republished as a bonus for TheStreet.com readers.I have heard that a popular hedge fund's matched-pair trade is long Nokia ( NOK) and short Motorola ( MOT). Bad trade. We may get the Motorola shorts churning out negative yarns in the quiet period, but don't let that influence you. This year, starting with the first quarter, should be excellent for Motorola. Motorola lost a bit of buzz with a solid but not exceptional December quarter. In my opinion, the company left a ton of business on the table because of component shortages. Check out the 10-K filed a few weeks ago. Handset backlog exploded, up 100% at year-end. That represents 10 million more phones than at the end of last year. Cell-phones have short shelf lives and ship relatively quickly, as in the next quarter. Many bears, including Tero on this site, predicted that the Razr would fizzle. How wrong they have been and will continue to be. Six quarters into production, Motorola still cannot satisfy demand. Some of my wealthiest associates just bought Razrs, as did my 12-year-old son. That market covers just about everyone in this country, and most still do not have a Razr. My only concern with the Razr is that Motorola messed up by not being able to produce enough product. That's a high-class problem to have. Motorola will not make the same mistake with its new hot phone, the Slvr. Another bear contention is that the Slvr launch is going poorly. How so very wrong.
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