Hot Tickets From the Alliance
Each week Alliance members submit "Hot Tickets" as a way of presenting new observations and ideas on investable opportunities to ChangeWave. Today we're focusing on Apple's iPhone 3G release, the housing market and Wal-Mart's store traffic, just to name a few. Read on to find out what you need to know.
*Note: These Hot Tickets are for informational purposes only. They do not represent recommendations from ChangeWave.
(1) iPhone 3G
GRE5573 writes: "I bopped around a little on Sunday, July 13, to do some channel checks at Apple (AAPL) stores in my area -- granted, I could do this online, too -- but I wanted to see the crowds and the process for myself. All but one of the local Apple stores were out of stock as of Saturday night (the day after the launch), except for one where people were still waiting at least three hours in line on Sunday to buy and activate a new phone.
"Clearly, people want the new iPhone (even with all the execution problems), as more than 1 million were sold worldwide during the first weekend."
(2) Light at the End of the Housing Tunnel?
JIM94281 writes: "As a contractor in southeastern Wisconsin, I believe I can see a light at the end of the housing tunnel. During the last two months, we have seen a level of activity we haven't experienced in a very long time. We've been bidding on new homes at a steady pace, and both model and existing homes have been selling. I'm not saying this is a bottom, but it's definitely a positive uptick in activity. And even though I think I can see a light at the end of the tunnel, I'm still not sure what it is or what it will turn into."
(3) Wal-Mart's Traffic
ENE03196 writes: "Last week, a neighbor in Vero Beach, Fla., went to the area Wal-Mart (WMT), but it was so busy he couldn't even find a parking place for 15 minutes."
(4) Iron Phosphate Batteries vs. Cobalt Oxide Batteries
ROC01043 writes: "Iron phosphate batteries are a type of lithium-ion battery that doesn't use cobalt oxide. A battery using iron phosphate is much more stable, and because of this they can be charged to roughly 90% capacity in about five minutes. They also have a tremendous life cycle. It's estimated that these batteries could cycle for up to 10 years and still have more than 90% of initial capacity.
"One negative about iron phosphate is that the battery runs on a voltage of 3.2 instead of 3.7 or 3.75 and thus has a lower amount of energy per gram. Also, the specific capacity of iron phosphate is slightly lower than cobalt oxide. Since cobalt oxide batteries have been around much longer, iron phosphate batteries are still very expensive to make." |