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D-Day For Droid?

Gadget geeks like us can’t wait for Motorola to release the new Droid phone on Friday. We just love playing with all those new features.

But investors want to know something far more serious. Is the Droid about to steal market share away from Apple or RIM ?

So far the reviews would suggest that’s entirely possible.

Our news partner, the Associated Press says, the Droid stands out from the crowd of iPhone wannabes with a slim but weighty body, noticeably angular look and large touch screen.

Its 3.7-inch screen is bigger than the iPhone's 3.5-inch one, and the extra real estate really makes it easier to navigate Web pages and play with applications.

It also offers plenty of space on the home screen (and two side screens that you swipe to see) for software "widgets" that give a quick look at such things as your friends' Facebook status updates or the song you're playing on the built-in music player.

And the Droid's cost is comparable with the iPhone's — $200, after a rebate, with a two-year service contract with Verizon Wireless, its exclusive U.S. distributor.

Sounds impressive, but how much of the good news is already baked in?

I don’t know if it's all baked in, but it seems to me like the company has a steep curve ahead of it, speculates CNBC’s Silicon Valley Bureau Chief Jim Goldman. Motorola needs to figures out a way to get a million of these things sold. And Motorola is already trading at an enormous premium compared to RIM and Apple.

Also, Apple and RIM aren’t reliant on someone else’s software in the way that Motorola is, adds Joe Terranova. (Motorola relies on Google.) Maybe MOT gets to $10 but I don’t think it’s the same story as Palm.

Also it’s worth noting that the Droid comes with a GPS that can dock right in your car. That probably has Garmin and Tom-Tom scared, adds Goldman.

What do you think? We want to know!






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Trader disclosure: On November 5th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (AGU), (BTU), (C), (GS), (INTC), (MSFT), (NUE); Terranova Owns (GS), (OIH), (CAM), (MA), (JOYG), (RIMM); Najarian Owns (LAZ), Is Short (LAZ) Calls, Owns (LAZ) Puts; Najarian Owns (RIMM) Call Spread; Najarian Owns (SBUX), Is Short (SBUX) Calls; Najarian Owns (UUP) Calls; Najarian Owns (YHOO), (YHOO) Puts; Najarian Owns (ESI) Calls; Grasso Owns (AAPL), (ABK), (ASTM), (BA), (BAC), (C), (COST), (CSCO), (FAZ), (PFE), (PRST), (WMT), (V)

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