“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