“Shares of Apple Computer continued to trade near 6-month lows on Friday after a second Wall Street analyst said the company’s redesigned iPod nano digital music player may face delays of up to two months,” Katie Marsal reports for AppleInsider.
Marsal reports, “In a note to clients, Baird equity research analyst Tristan Gerra noted that spot pricing for 8Gb NAND flash fell 31 percent since last week, a drop he associates purely to delays in the launch of Apple’s next-generation iPod nano player. ‘Our checks indicate this pricing decline was induced by a 2-month pushout in iPod nano-related orders, from June to August,’ Gerra said. ‘This suggests Apple’s upcoming 6GB – 8GB nano will be on the shelves in November rather than September.'”
“Gerra’s comments come on the heels of a similar report, released late last week by Shaw Wu, an analyst with American Technology Research. In his report, Wu also said the new nano could be facing a multi-month setback. The analyst attributed the delay to Apple’s change of SoC (system-on-a-chip) suppliers, in which it elected to use chips from Samsung rather than long-time iPod component supplier PortalPlayer,” Marsal reports. “However, Wu believes the new nano will arrive in 4GB and 8GB models, rather than 6GB and 8GB configurations.”
Full article here.
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Analyst Wu: New iPods may face delays of as much as six months – June 28, 2006
I’m still trying to figure out how you have a delay on an unannounced product.
Is anyone else really sick of ‘analysts’?
I’m still trying to figure out how you have a delay on an unannounced product.
Unannounced officially, but Samsung spilled the beans. Apple is now giving them #$%^#$^ and finding the yield is totally unacceptable.
Samsung makes garbage. So does Intel. So does Microsoft.
I’m still trying to figure out why de hell Kelly Ripa has a career.
“I’m still trying to figure out why de hell Kelly Ripa has a career.”
try t & a. someone should muzzle her though.
I’m sick of analysts too. Shares shouldn’t be affected by unannounced or rumored products which may or may not ever exist. Also, Shaw Wu predicted 4GB and 8GB nanos, ….mayby Wu hasn’t noticed, but the existing line already has a 4GB model, since the nano was originally introduced.
Why does Regis have a career? What’s he got? At least Kelly has boobs! Regis is such a phoney, sickening, I’m gonna puke……..gakaahhhhh…
I can do it too. Watch this. After careful research and speaking with my unnamed sources in high places, the iPhone has been delayed for at least another month. Sources say Steve Jobs sent the design team back to the drawing board to answer the impending threat of a wireless competitor due in december from software giant Microsoft.
Heidi, do you have t&a? all this Ripa talk has me randy…. mmmm ripa…..mmmm heidi…. doh! where is my lotion?
yeah they are incredibly painful, oh I thought you said “anal cysts” my bad
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what PortalPlayer thinks about this delay.
nevermind Heidi, googled Kelly, found my lotion…. all good now!
but my return key keeps sticking now…. hmmmm how’d that happen….
AAPL was down less than the Nasdaq percentage-wise today. So the moaning a groaning about the stock was much ado about nothing. Just remember that these analysts have to write something, so when there is little to say, they blow up the most trivial mole hills into mountains.
I wait with baited breathe on the July 19 guidance.
Hey guys, keep in mind that Wall Street performance has nothing to do with a company’s products, but rather with expectations, hopes, dreams, and opportunities to short sell or otherwise profit by buying and selling shares.
Whether Apple releases a product in September or November has no bearing on the stock price; it has an effect on traders who see an opportunity to buy or sell and make money. All the traders need is some kind of news, announcement, rumor, interest rate hike, or other tidbit to justify some reaction.
And that’s where the analysts come in. They provide various bits of semi-competent sounding “insider info” that allows the traders to justify their moves. Nothing more, nothing less.
Triumph, glad to see you back again. Please come around more often. You put these other little whiny bitch posters to shame!!!!
MW: top, as in Top Dog!!!!
buy portalplayer shares now Apple will flip flop back to them for next years holiday season after this delay.
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Off Topic, but IMPORTANT:
Unless Phil Schiller is outright lying to an analyst (possibly because of NDA – but this is credible source) – There will be no virtualization built-in to Leopard
Charles Wolf, a Needham and Company analyst, sees virtualization as a good solution. He was also happy to see Apple promoting Parallels on their site, not to mention letting the Leopard out of the bag concerning 10.5 and virtualization.
</i> “I had a talk with <u>Phil Schiller</u> at the opening of the 5th Avenue Apple Store, and I asked him the question, ‘will Apple include a virtualization solution in [the next version of Mac OS X] Leopard.’ He said <u>‘absolutely not, the R&D would be prohibitive and we’re not going to do it. Our solution is dual boot.’”</u></i>
Well, there isn’t much more to say about that. It’s one thing for a rumor site to dismiss a feature, but quite another for a six-figure analyst dropping Phil Schiller’s name to write off virtualization. From Apple’s perspective it does make sense to let others do the heavy lifting for development, not to mention the tech support. Still, it’s somewhat surprising to see an Apple executive so… straightforward about future products.
Full article here: http://arstechnica.com/journals/apple.ars/2006/7/7/4564
But didn’t Apple also say they weren’t going to do a video iPod or an iPod that used flash memory?
Hey, I grew up with Regis. Morning cartoon shows here in San Diego. He was on in between the farm reports.
“Why does Regis have a career? What’s he got? At least Kelly has boobs! Regis is such a phoney, sickening, I’m gonna puke……..gakaahhhhh…”
Well, in all fairness, Regis does have manboobs. He could use a Bro. And Ripa is as much of an actress as a McDonald’s hamburger is good food.
Too little, too late, me thinks.
Apple knows better than this. Jobs, of all people, knows better.
Stop innovating, and bottom feeders will knock you off at a lower price and steal the game. It happened to the Mac.
It will happen to the iPod if all Apple has to show for themselves this holiday season is a mild bump in capacity to the iPod line.
8 gig Nanos and 80 gig 5th Gens are simply not enough.
“a note to clients, Baird equity research analyst Tristan Gerra noted that spot pricing for 8Gb NAND flash fell 31 percent since last week, a drop he associates purely to delays in the launch of Apple’s next-generation iPod nano player”
How can a price drop be assoociated with delays to the iPod? The price drop could have meant anything.
JadisOne said: “I’m still trying to figure out how you have a delay on an unannounced product.”
I bet The Steve is asking the same question.
“”I’m still trying to figure out how you have a delay on an unannounced product.”
Isn’t that like having a premature episode days before you pick up your date?
Apple “delays” the release of the new nanos after making no official statement of their actual release dates, stock stumbles.
Microsoft yet to release the eviscerated carcass of Vista years after promising something, anything even remotely akin to the mythical Longhorn, world shrugs.
What better proof is needed that people expect positive, albeit unsubstantiated and idealistic, outcomes from Apple and bungling from Microsoft?