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Halftime—Apple vs. Droid: Jon Najarian's Better Smartphone Trade

Thursday, 18 Nov 2010 | 1:07 PM ET

Apple co-founder Steve Wozniak told a Dutch newspaper that Google's Android operating system will become the dominant smartphone platform thanks to its features and mass appeal.

Take Your Position: DELL, HPQ, MOT, GOOG
The "Fast Money" traders share their positions on Dell, Las Vegas Sands, Motorola and Google.

Options trader Jon Najarian thinks it has already happened.

"I love Apple ... but the issue is, [with] the Android, there's just a lot more platforms than there are for the Apple operating system," said Najarian, co-founder of optionMONSTER.com. "It only makes sense."

Najarian thinks both Apple and Research In Motion account for roughly 25 percent of all smartphone operating systems. Android, however, is around 36 percent after having started the year at roughly 14 percent.

What's the Trade?

"What's great for Android is great for Google," said Najarian, adding that he would buy GOOG because it's the "purest" play on the Android device, even topping Motorola .

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TRADING THE GLOBE

Stocks rallied Thursday, in part, due to China making a sudden recovery after a 10 percent sell-off last week. The worries in China started with inflation. Tim Seymour, host of "Trading the Globe," will further explore this issue and other money-making plays Thursday night.

Do not miss a special episode of "Trading the Globe" — your passport to profit in the world's fastest growing economies. Watch Thursday, Nov. 18 at 7:30 pm EST on CNBC.

For more information on the program, host Tim Seymour, show times, related links and more, visit the "Trading the Globe" Web site.

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CALL THE CLOSE

"DRJ" thinks the market could push higher. He also likes General Motors .

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Patty Edward of Trutina Financial, however, prefers Tata Motors over GM.

Steve Grasso of Stuart Frankel thinks the S&P could retest the 1,172 level Thursday.

Guy Adami of Drakon Capital also thinks the market could push higher Thursday, but might sell-off Friday.

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Trader disclosure: On November 18, 2010, the day this video was recorded, following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Guy Adami owns (AGU), (BTU), (NUE), (C), (GS), (INTC) and (MSFT). Jon Najarian owns (COP) short calls. Jon Najarian owns (CRM) short calls. Jon Najarian owns (FSLR) short calls, Jon Najarian owns (DLTR) short calls. Jon Najarian owns (DG) short calls. Jon Najarian owns (WMT) short calls. Jon Najarian owns (FCX) short calls. Jon Najarian owns (FCX) call spreads. Jon Najarian owns (GOOG) call spreads. Jon Najarian owns (LTD) call spreads, Jon Najarian owns (FIRE) call spreads. Jon Najarian owns (GT) call spreads. Jon Najarian owns (GM) converts. Steve Grasso owns (ASTM), (BA), (BAC), (BWC), (C), (CSCO), (JPM), (LPX), (MOT), (MHY), (NDAQ), (PFE) and (PRST). Tom Villalta owns (F).

GUY ADAMI
Adami’s wife works at Merck

PATTY EDWARDS
Edwards owns (AAPL) for clients
Edwards owns (CVX) for clients
Edwards owns (CBI) for clients
Edwards owns (F) for clients
Edwards owns (FCX) for clients
Edwards owns (GE) for clients
Edwards owns (TTM) for clients

STEVE GRASSO
Stuart Frankel & Co and it’s partners own (AAPL)
Stuart Frankel & Co and it’s partners own (CSCO)
Stuart Frankel & Co and it’s partners own (CUBA)
Stuart Frankel & Co and it’s partners own (GERN)
Stuart Frankel & Co and it’s partners own (HSPO)
Stuart Frankel & Co and it’s partners own (NWS.A)
Stuart Frankel & Co and it’s partners own (NYX)
Stuart Frankel & Co and it’s partners own (PDE)
Stuart Frankel & Co and it’s partners own (PFE)
Stuart Frankel & Co and it’s partners own (PRST)
Stuart Frankel & Co and it’s partners own (RDC)
Stuart Frankel & Co and it’s partners own (TLM)
Stuart Frankel & Co and it’s partners own (XRX)
Stuart Frankel & Co and it’s partners own (SDS)
Stuart Frankel & Co And Its Partners Own (UNM)
Stuart Frankel & Co and it’s partners are short (QQQQ)
Stuart Frankel & Co and it’s partners are short (MCD)
Stuart Frankel & Co and it’s partners are short (AAPL)

TOM VILLALTA
Funds and accounts managed by Villalta own (F)

TIM SEYMOUR
***PENDING***

GE is the parent company of CNBC and NBC Universal

CNBC.com with wires.

  Price   Change %Change
GM
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AAPL
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GOOGL
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