Tuesday, October 03, 2006

Apple's second-gen iPod nano off to slow start?  

Citing initial channel checks, analysts at Baird U.S. Equity Research are reporting that there appears to be muted demand for Apple Computer's second-generation iPod nano so far, which could have negative implications for NAND flash pricing.


"We believe Apple did not meet its NAND flash order schedule this month," analyst Tristan Gerra wrote in a note to SanDisk investors on Monday.

"While it is difficult to assess the performance of the new nano product family as Apple retailers have been directed to not comment about the iPod's sales performance, the initial feedback we are receiving from industry sources suggests nano volumes are not as strong as in the same period a year ago, which we do not view as a surprise given the new nano offering's lack of new feature set besides higher density."

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