It's ridiculous that Motorola is trading down. Nokia comes out and says industry growth is great but that it didn't get any of it. By deductive reasoning, somebody had to get it, ... People are seeing Nokia is taking a bath and are incorrectly thinking that it's an industry problem.

Greg Gorbatenko

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Like his father, Roberts still has family values but they're packaged in a younger and more aggressive personality. What Wall Street admires about Roberts is that he's made big acquisitions and successfully integrated those units into the company.

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There's so much doom and gloom in semiconductors, any little prayer of hope will be well-received.

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This is a leveraged buyout play. The investors' goal was to milk the thing, lever the baby up and take it public so they can focus on their next deal.

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