MOT: Amtech Looks for Google Android Upside in 2010

All ears will be on what Motorola (MOT) has to say about phones using Google’s (GOOG) Android operating system when the company reports Q2 earnings this Thursday, writes Broadpoint/Amtech analyst Mark McKechnie in a note to clients today. McKechnie has a “Neutral” rating on the stock and believes the business excluding handsets–meaning embedded and networking products–is worth about $5 per share, with the rest of the value being an “option” on success with Google down the road.

McKechnie’s estimate for the June quarter is a bit above the Street, at a net loss of 3 cents per share on sales of $5.7 billion versus the Street at -$.04 and $5.6 billion. He also believes the company can deliver more than expected in the September quarter as Android-based handsets begin to show up in its results.

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