“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.
Related articles:
CNET editor Kanellos: ‘Apple iPhone will largely fail’ – December 07, 2006
Prudential: Apple ‘iPhone’ to sport iPod click wheel; video iPod by Q2 – December 06, 2006
RUMOR: Apple’s smart phone project to feature ‘extensive integration with Mac OS X’ – December 05, 2006
Apple begins ‘iPhone’ production – December 05, 2006
Apple needs to think different about data security for ‘iPhone’ – December 05, 2006
Kevin Rose: Dual-battery Apple ‘iPhone’ coming in January; $249 for 4GB, $449 for 8GB – December 03, 2006
simply put if apple isnt an MVNO, i will be MUCH less likely to buy it.
if they put it out there as a $249 phone…..for use with (name your provider) I think i’m out.
am i missing something, here?
I’m down for one. So is my wife.
WTF?….what is happening with the stock guys??? I get all the bad news with 20 min delay here in the Netherlands….what is going on??
Greetz…
MacB
If Apple puts the iPhone on the market for $249 and it works with any provider I choose, then I am in.
I like how this sounds. Bring on the apple toys!
i mean Kevin Rose is no rumor n00b. he usually gets it right. he says they are $250 and $450 for the iPhone and iPhone pro, respectively. and they will work with any service provider.
I see the ease of being in bed with all providers. Any of us could just take their current phone to the local cell shop and say, trade me up please. And pay the premium to do so, of course.
But I thought apple as an MVNO (AppleMobile like VirginMobile) would be a more bumper to bumper solution.
They would control the whole widget, that’s how apple rolls.
I gotta wrap my head around this a little more.
There’s no apparent reason why AAPL is tanking, and that usually means the bear raiders are at work again.
The only thing my friend Daniel Amir forgot to say was
that the iPhone will fail. But I guess he didn’t have to
say that because that was not the point of what he was
saying — which is that demand for NAND Flash Memory
will continue to increase because of its growing use in
a range of new consumer electronic products.
Daniel Amir knows the specs of the iPhone because it’s
now an open secret the timing of Apple’s release of their
iPod branded cellular phone and we all know also by now
the exact design and internal specifications of that product.
We even know by now that this new Apple phone “will have
a slide-out keyboard, 4GB or 8GB of storage, and work on
CDMA or GSM cellular networks (or by telephaty) will start
at $249 before subscription rebates,” as Michael Kanellos
from CNET told us already. Oh yeah, and it’s going to FAIL
in the market, because Apple is a one trick pony and it will
not be able to repeat the success of the iPod with another
product ever again. See and read the proof of this wisdom:
http://news.com.com/2010-1041_3-6141607.html
You should never doubt professional analysts. They know
what you don’t know. They know how to think things through
like you never could. And they are always more right than
non-analysts. That’s why as a public sevice MDN quotes
them, to educate it’s reader about what the wise are thinking.
AAPL is tanking because all of us who got in when the stock was in the 50s are taking our profits to buy our kids shuffles and nanos.
Kinda ironic.
The stock is probably down due to profit taking. AAPL has had a significant price boost recently. The cowards and infidels wnat to take their profit, NOW, in CASH, rather than risk what the future might bring. They quit while they are ahead.
That’s not investing. That’s gambling.
He’s wrong that the 16GB player will have video. That’s too small for video files. The smallest capacity iPod with video today is 30GB. There WILL be a 16GB player, but it will be a nano-type device, just for music and photos.
My $.02.
Trolls always give themselves away; observe the following sentence:
“And they are always more right than
non-analysts…”
Well, SF analyst, I beg to differ. I was an analyst at Goldman, Sachs and if your premise were true, then wouldn’t all analysts come to the same general conclusion? Why would they ever disagree with one another?
To S.F. Analyst . . .
If analysts are so damned smart and knowledgeable, please explain the $50 price per share last summer SMACK DAB IN THE MIDDLE OF RECORD PROFITS FOR THE COMPANY!
Even if they ARE as smart as you say, YOU are certainly not their equal, for . . .
“That’s why as a public sevice MDN quotes them, to educate it’s reader about what the wise are thinking.
. . . you can’t even master the most rudimentary homophonic pair, “its” and “it’s”! (The latter, for your educational information reads “it is,” the contraction. YOU meant to use the possessive pronoun, “its.”)
To quote my good friend Bugs Bunny, what a maroon.
Yeah, RS, I’ve always wondered why we should lend any credence whatsoever to someone who never mastered third grade English! If one can’t differentiate between “hear” and “here,” “there,” “they’re,” and “their,” “its,” and “its,” ad infinitum, how can we trust him or her to choose good stocks over bad?
Okay, I just read your other post, SF Analyst, and I realize that you were being facetious, but apparently doing a poor job of it. Even Zune Tang is more obvious.
16gb? That’s only enough for about 32 porn movies.
You get nice economies of scale with more than 10-million phones. I wonder what the initial order quantity for zunes was.
Hey Midlothian, you forgot the classic “your” and “you’re”!
Take a look at all these analyst’s comments….none of them have
a clue. Speculation on this is
widespread and nobody really
knows anything. I bet Jobs is
laughing at all this. Apple has
really kept the secret on this one.
Nobody really knows anything!!
The average Joe can come up with
the same stuff all these analysts
are coming up with…except these
bunch of guessing analysts are getting
paid to do it.
16 GB player for video? Amir doesn’t have a clue what he’s talking about. Nobody in their right senses would make a player with such a pitiful capacity for video.