Room for big, fat smartphones?

So really, do people want a 4.3-inch screen? I am not in the smartphone universe, so I really have no feel for this, but if people are turned off by Apple's closed system and already like what Google/Droid/Verizon/Motorola have to offer ...

What traction does the Droid X have?

The anticipated phone, which has an 8-megapixel camera and HD videorecording, will sell at Verizon Wireless stores and online beginning July 15. It will cost $199.99 after a $100 mail-in rebate, provided the buyer agrees to a 2-year service agreement. (Buyers will have to pay $299.99 up front, then wait to be mailed the debit card containing their $100 rebate.)

Love it or hate it: Apple

AAPL 268.64 +7.04 +2.69%, low of day 262.01
> Pro: 3G iPad coming next week
> Pro: Souped-up iPhone coming this summer
> Pro: Earnings last week were fantastic (didn't include iPad sales)

> Pro: New revenue stream starting (iAd to take market share from Google)

> Pro: new stores opening in Europe and cellphone-crazy China

> Pro: iPhone has a 70% share of the smartphone market in Japan already

> Pro: Sooner or later, Apple will start its own search engine

> Pro: Forward P/E 17.81

> Pro: Profit margin +21%, oper. margin +29%, ret. on assets +18%, ret. on equity +34%, yoy rev. growth +48%, yoy earnings growth +89%
> Con: Run-up has been extreme, from 192 to 271 in two months; profit-takers abound
> Summary: As safe as any growth stock in our generation. I like it better at 250-255 (pre-earnings)
> Candlestick chart analysis: Wait (today) American Bulls

#10 Apple

The imminent doom predicted by Apple naysayers ... just history now.


There is no greater brand in America. Steve Jobs could announce a line of Apple furniture and the Appleholics would gobble it all up. It's manic, cultish and ... cool.

#14 Research in Motion

Just a matter of time before the magic of a CrackBerry becomes part of China.


Not cheap here. Worth watching.

Top 25: #12 Apple

Gap up, but decreasing volume yesterday. I'd like to think that AAPL is ready to soar again, but no catalyst is in sight. As the stock bounces, it'll run out of pop well before 200. Maybe well before 140.

Top 25: #13 Research in Motion

Rising volume, gap up ... is RIMM ready to roar again? I am so wary of this stock. Love the company, admire the products, but RIMM takes a pounding from the street like few other stocks. The chance to get shares at the 200-day SMA (85.98) has passed.