Expectations are high for Motorola now. There weren't any expectations for Motorola a year ago.

Despite not being a blockbuster quarter, they have the hottest product portfolio in the market right now as far as handsets.

The company is facing a delicate balance between capturing the revenue growth in these emerging markets and keeping it up on the bottom line. The market share gains were significant in the growth areas, but that's less profitable growth.

It's a delicate balance. A lot of the growth is coming out of emerging markets but ... that's less profitable growth.