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From: ggamer3/28/2012 11:17:48 AM
   of 176622
 
Let's see how many more people sold their BB and moved to the iPhones. We will find out tomorrow.

Research in Motion April volatility increases to 82 into Q4 and results
BY Fly On The Wall
— 10:41 AM ET 03/28/2012

Research in Motion April call option implied volatility is at 82, May is at 69; compared to its 26-week average of 63 according to Track Data, suggesting larger near term price movement into the expected release of Q4 results on March 29.

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From: yofal3/28/2012 11:34:44 AM
   of 176622
 
Apple's growing mindshare…

Half of all U.S. households own at least one Apple product, according to CNBC's All-America Economic survey.

That's more than 55 million homes with at least one iPhone, iPad, iPod or Mac computer. And one-in-10 homes that aren't currently in that group plan to join it in the next year.

But Apple (NASDAQ: AAPL - News) doesn't have to worry about brand saturation any time soon. Americans don't stop with just one device. Homes that own least one Apple, own an average of three. Overall, the average household has 1.6 Apple devices, with almost one-quarter planning to buy at least one more in the next year.

http://finance.yahoo.com/news/apples-growing-american-homes-151713703.html





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From: jeftuxedo3/28/2012 11:39:29 AM
1 Recommendation   of 176622
 
All-

It's time to ditch my old dumb phone, actually a really stupid phone, a Motorola Razr that is intermittently broken, support Apple (some more) and get an iPhone 4S for myself and my daughter. Big digital pats on my back, please:)

But which one to buy? 16G, 32G or 64G? I just figured to be a light user of it, especially the video end of it, and have decided to get the low end 4S16G model on Verizon on the basic $30 a month data plan.

I don't want to just go into a new contract blindly, so I found a helpful article on just this subject:

imore.com

If any of you would like to chime in, please do so! Any suggestions will be much appreciated. TIA.

I have been lusting over my friend's iPhones for quite a while so I cannot wait to upgrade:)

Jef

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To: Road Walker who wrote (129285)3/28/2012 11:41:59 AM
From: Cogito
   of 176622
 
>>*(Really stretching here) Investor assume that eventually their infrastructure investment (fixed costs) will decline as a percent of their revenue and they'll be kick ass profitable.<<

I agree with your other two points about Amazon, but yeah, this is a stretch. While it may be what people believe, the fact remains that Amazon's profit margins are razor thin, and even negative in some cases. I don't see how that will ever add up to kick-ass profitability, now matter how much their volume increases relative to their fixed costs.

But to be honest, I really haven't read their reports. Maybe there's something in there that I'm unaware of.

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To: yofal who wrote (129350)3/28/2012 11:43:14 AM
From: Road Walker
   of 176622
 
Overall, the average household has 1.6 Apple devices

7 at my place, if I include a couple of iPods that never get used. For the two of us.

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To: jeftuxedo who wrote (129351)3/28/2012 11:54:43 AM
From: XoFruitCake
1 Recommendation   of 176622
 
But which one to buy? 16G, 32G or 64G?


The key determinate is how many photo/video, music and apps you want on your iphone. I got an 64G Ipad 3 a few weeks ago and my storage is down to 31G right now. I have a very big collection of MP3 songs and it eat up about 28G or so of space. And some people has enough apps that fill up 32GB (don't know how.. but some claim to do just that). My guess is that take what you think is necessary and bump up to the next level if you intend to keep the iphone longer than 3 years.. If you want to keep it less that 3 years, just buy what you think is necessary..

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To: jeftuxedo who wrote (129351)3/28/2012 12:05:09 PM
From: yofal
1 Recommendation   of 176622
 
>>But which one to buy? 16G, 32G or 64G?

I'm enjoying a 16GB 4S (my first iPhone)…I bought the phone outright and am on a data-as-you-go plan from Virginmobile here in Canada.

I find I don't really consume as much media from it as I thought I might either. Between the clever iCloud features of MusicMatch (my music is a couple moment away if I need it) and my diminishing near-focus vision, I find that I still consume most media sparingly on the tiny device - using it primarily for location/GPS info, on the go sourcing and the great Siri integration.

There's nothing like getting a reminder from a location-specific event that you previously dictated to Siri - no tapping required. That's what the future should look like to me.

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To: Cogito who wrote (129352)3/28/2012 12:05:10 PM
From: Road Walker
   of 176622
 
While it may be what people believe, the fact remains that Amazon's profit margins are razor thin, and even negative in some cases. I don't see how that will ever add up to kick-ass profitability, now matter how much their volume increases relative to their fixed costs.

Their TTM profit margin is 1.31% (Apple is 25.8%, not that it's fair to compare). I imagine if they focused on margin they could double that... it's easier if you're dealing with such a small number. Just with logistics and doing the same business with the current infrastructure/no new investments. Hard part is price power, the Internet is so transparent and competitive. Deal with that myself all the time.

My guess is that a lot of people don't price shop Amazon, they just assume they are close to the lowest AND reliable. But that is a precious reputation you don't want to lose by pricing anything over the "street price".

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To: Road Walker who wrote (129353)3/28/2012 12:07:11 PM
From: yofal
   of 176622
 
>>7 at my place


Would you believe 11 at home? Four in the bedroom alone? 20 if you count my studio next door.


It's a sickness…

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To: yofal who wrote (129357)3/28/2012 12:09:32 PM
From: Road Walker
   of 176622
 
Yeah I knew my 7 would make me look like an Apple-wimp. 11? I bet somebody here can beat that.

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