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From: Moonray	3/29/2012 11:09:53 AM
	of 154175

Google Android Tops as Smart phones Reach 50% of U.S. Purchases, Says Neilsen MARCH 29, 2012, 10:43 A.M. ET - By Tiernan Ray Niesen this morning offers its latest update on the U.S. smartphone situation, noting that just about half, or 49.7%, of U.S. mobile subscribers owned smart phones as of February, up 38% from a year earlier. blog.nielsen.com Moreover, two thirds of those who bought a phone in the three months through February chose a smartphone rather than a “feature phone.” Apple‘s (AAPL) iPhone represented more of the new purchases than the installed base, with 43% of new buyers in the three-month period saying they bought an Apple product, even though the devices make up only 32% of the installed base of smart phones. Google‘s (GOOG) Android owns 48% of the installed base and was also 48% of new purchases. o~~~ O

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To: Lahcim Leinad who wrote (129461)	3/29/2012 11:46:02 AM
From: XoFruitCake	of 154175

I was the one who posted it here. Thanks for posting that video.. It was fun...Sorry that I read so many stuff everyday and did not remember all the posters who post the original post/video. We'll see. I think it will be much more competitive than Android tablets have been, up to now. What is your sense of the pricing difference between an Android tablet (e.g. Asus Trasformer pad infinity)? No one has a firm idea about the price point yet (but Dell/HP all said that they will produce an x86 based Window 8). I am guessing that they will have to be at least $100 to $150 more but that is a guess. People didn't have a huge problem with the change. The problem is that it is not sold as a new architecture. The target audience is those who use window on desktop and it is sold as a compatible device and the UI has no tutorial whatsoever and it is not intuitive. In one of my previous job, I ran a group that support computer center operation. Having a new UI that is not intuitive is a killer in rolling any computer device into a big organization. but W8 Metro on tablets might have a fighting chance. A couple scenario can play out. The initial demand is going to be hard to gauge and given the number of companies want to get in, it is going to be a lot of supply on the market in day one. It can turns into a RIMM playbook situation or it can turn into Kindle Fire situation (i.e 0-14% market share in a couple of Q). My guess is that it will create a slow down in corporate tablet buying in 3Q until everyone can have a look on the new tablet and make their decision. So far no one seems to build the ARM based tablet yet which is interesting by itself..

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To: Road Walker who wrote (129462)	3/29/2012 11:51:42 AM
From: XoFruitCake	of 154175

Are you arguing that Amazon has a better tablet strategy than Apple? That Apple should produce and sell a $199 POS tablet at no or negative margin? I think Amazon is running a loss-loss strategy. Their goal is to populate tablet space with their device so that they can make money off of the purchase on the Amazon site. Amazon won't make money on the tablet but it will squeeze everyone margin include Apple. The only way Amazon can make money on Fire is to have 50-60% market share and they get the volume component discount. It is very much a grocery store startegy. I think if Apple see Kindle threat the same way, they will launch the rumor 7+ inches tablet in the 300+ range in 4Q.. If they don't feel threaten, then Ipad 3 and Ipad 2 will be the only tablet from Apple for awhile.

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To: Tumbleweed who wrote (129468)	3/29/2012 11:59:43 AM
From: XoFruitCake	of 154175

I'd watch Amazon if they had a 10 inch Kindle Fire I think it is coming.. (the 8.9 inches one..actually will be pretty nice if it come with 1920x1200. it is better than my HD TV) ibtimes.com The report says that the three models will come as a low-end 7-inch model with a resolution of 1024× 600 screen display, a medium-end 7-inch version with resolution of 1280 × 800 screen and an 8.9-inch version with resolution of 1920 × 1200 pixels display. As an Apple stock holder, I'm obsessed with margin and profit. If I you own the stock for one year, I agree with you completely.. But if you want to own Apple for 5 years, I think you will think differently. A high margin, shrinking market share hitech company is a dead company in the making. It will continue to print money until one day the market move on. And market PE will shrink as they see the company as a dying operation.. Better hope Apple don't go there... I only own the July call now so I am not a long term stack holder.. I will probably continue to roll my option all the way to 4Q earning since I think 4Q earning will be a blow out with new Ipad and Iphone selling in China in addition to all other market...

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