Analyst expects 16GB flash-based Apple iPod video player, 4-8GB flash-based ‘iPhone’ models

“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

21 Comments

  1. 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.

  2. 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?

  3. 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.

  4. 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?

  5. 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.

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