“In a report to clients Tuesday, Lehman Brothers analyst Ben Reitzes observes that the 8GB iPod touch is now showing a small but significant delay of 1-2 business days for orders made from Apple’s online store, while chain retailer Best Buy has seen reduced supplies of 16GB models at its own locations,” Aidan Malley reports for AppleInsider.
“‘We believe Apple will need to reposition the iPod touch product by September now that the iPhone acquisition price is lower,’ he says in the report. ‘We expect the iPod touch to experience significant cannibalization from lower-priced iPhones,'” Malley reports.
“No matter its origin, the supply pinch is said to be further evidence that Apple’s wider iPod sales are faring better than expected,” Malley reports.
Full article here.
[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]