The Mac Observer

Skip navigational links

Featured Article: Podcast - Apple Weekly Report #128: Lawsuits, Diablo & iPhones

TMO Reports - Analysts: nano Sales Slowing Near-Term, But Look to New Video iPod

by , 12:40 PM EST, March 9th, 2006

Wedbush Morgan analysts Craig Berger and James Schneider on Thursday issued a PortalPlayer research report in which they said that NAND flash consumption has slowed, portending a slower rate of iPod nano shipments that will hurt the audio processor maker in the short-term. "Based on other checks," they wrote, "we expect unit shipments will decline by 10-15% QtoQ in Q2, generally worse than investors anticipate."

However, looking ahead to the second half of this year, the analysts saw an investment opportunity "ahead of a likely sharp ramp in demand and orders." They cited "independent confirmation from a reliable industry source" that Apple will likely launch a redesigned video iPod "this spring, possibly as early as its 30th anniversary on April 1."

They see such a device "layered in at the top of Apple's existing iPod product portfolio, likely offering a larger size LCD screen, a bigger battery, and high storage capacity to accommodate full-length video, at a retail price point of US$400-$500. We note that Apple's existing device is called the iPod (not the Video iPod), and think Apple retains this device for customers seeking a music playback device, with the Video iPod targeted at video enthusiasts."

Mr. Berger and Mr. Schneider expect Apple will use PortalPlayer's audio decoding processor in the new device, "given Apple's design schedule constraints, PortalPlayer's software 'stickiness,' likely Video iPod device processing requirements, and the execution risk Apple faces should it change processor suppliers."

However, they are still cutting their 2006 and 2007 EPS estimates for PortalPlayer, in light of "softer iPod demand overall, combined with some existing iPod cannibalization, [that] will more than fully offset the incremental demand created by this new Video iPod."

Observer Comments

Show: Subjects Only | Full Comments
View Name:Guest
Subject:
View Name:Guest
Subject: Nope. Apple bought their device from Samsung!
View Name:Guest
Subject: Good News, Not Bad
View Name:Guest
Subject:
Close Name:Rainy Day Posts: 607 Joined: 07 Jun 2005
Subject: April Fools Day is going to be big this year

Quote
Guest wrote:
it's true - the new ipod video device is actually the exact same samsung model of the new microsoft origami UMPC. it will just have an Apple logo on it, instead of the Samsung lable.

consternation is reigning in redmond over this fiasco.

the new ipod will not use windows for tablet software, and thusly, will have an eight hour battery life, due to using better batteries and more intelligent software. prices are very different, with the redmond device going for 8 big ones and the ipod for 5.

samsung scored a real coup here, selling the same device to both microsoft and apple without either of them knowing about it.

you heard it here first.

april first will really be april first this year.


LOL! Ha ha! Now that would be funny.

Oh well, i can see April Fool’s Day will be a major event this year; folks are already starting to practice their delivery. I can’t wait.

View Name:Guest
Subject: Honestly
View Name:Guest
Subject:
View Name:Guest
Subject: doubtful
Comment on this Article


You cannot edit your comments.   You cannot delete your comments.
Log in | Register | Having Problems? Reset TMO Cookies & Try Again
Username:   Password:   Log me on automatically each visit   

You are not logged in, and this post will appear as "Guest." Log in with your username and password from the TMO forums. If you do not have a username, you can register here.
Please note that guests are limited to including a maximum of two URLs per post.


Post A Comment
  Subject


  Your Comments



Please enter the word exactly as you see it in the image above. Registered users aren't prompted for this. Having trouble reading the image get a new one.


Recent Headlines - Updated Friday, July 4th, 2008

Fri., 7:30 AM
Happy Fourth of July!
Thu., 4:50 PM
Apple Slashes $400 from SSD Drive in MacBook Air
4:05 PM
It's Official - Firefox Sets Guinness Record for Downloads
3:30 PM
Apple Files Patent for a Multi-touch Gesture Language
2:20 PM
Editorial - Mac's Market Share and the Cascade Failure of Windows
1:35 PM
iPodObserver - Apple Slurps Up Samsung's NAND Flash for iPhone 3G
1:05 PM
WSJ: Tips for Switching from Windows to Mac
12:05 PM
iPodObserver - Google Intros Google Talk for iPhone
11:35 AM
iPO Just a Thought - iPod nano Versus iPhone: Decisons, Decisions...
10:55 AM
YouTube Ordered to Turn Over All User Records to Viacom
10:10 AM
Hot Forum Topic - Apple vs. Cell Carriers: Who's Winning the Game
9:25 AM
iPodObserver - Rumor: Best Buy, Radio Shack to Sell iPhone 3G
8:45 AM
.Mac Bookmark Sync Deadline Extended to July 6
8:10 AM
Adobe Reader 9 Hits the Streets
 

The Mac Observer Reader Specials

  • Special Report: WWDC 2008
  • Special Report: iPhone
  • __________
  • Help TMO Grow
  • Podcast: Mac Geek Gab
  • Podcast: Apple Weekly Report
  • TMO on Twitter!
  • New Media Expo 2008

Apple Stock Quote

  • AAPL: $170.12. Change Today: +1.94.
  • (Prices delayed up to 20 minutes.)
  • Discuss in our Apple Finance Board

Hot Topics

Apple iTunes

Top Deals From DealsOnTheWeb