“Daniel Amir, an analyst with W.R. Hambrecht, expects first half 2007 NAND flash memroy demand to be a ‘counter-seasonal’ push from the growth of phones with MP3 players in general and Apple iPod phones specifically. Also driving NAND demand, he says, will be a 16 GB flash-based Apple iPod Video player, which he expected to see introduced in the first quarter,” Eric Savitz reports for Barron’s.

“Amir sees Apple launching its iPod phone in January and expects 11 million units to be built through July 2007… He expects iPod phones to have 4-8 GB of NAND flash” Savitz reports.

Full article here.

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