11/30/2007, 9:20am, EST
Friday, November 30thSecond-gen iPhone already delayed?
While only just having been confirmed as a 2008 release, the second-generation iPhone may already have experienced its first delay, according to an analyst from Friedman Billings Ramsey & Company. Mehdi Hosseini claims that among information gathered in "recent checks," it was learned that the next iPhone may have originally been planned for launch in March or April, but is now anticipated for mid to late summer. As a result, Hosseini expects demand for NAND memory to drop in the first half of 2008, despite opposite predictions by Samsung.
Hosseini expects that NAND prices may also be kept down by new, lower-cost Apple products, as yet unspecified. These may include an ultra-mobile MacBook, or the long-rumored (but unsubstantiated) "iPhone nano." Alan Niebel of Web-Feet Research notes that there is in fact an oversupply of NAND at the moment, one which could last through the beginning of next year. This stands in stark contrast to just this summer, when Apple demand alone was enough to cause shortages for other electronics companies.
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How can anybody publish things like that ? The meteorite may hit the earth next year but we learned that maybe it will be too small and therefore maybe I want a new position as an analyst ...
http://www.pbs.org/cringely/pulpit/2007/pulpit_20071129_003521.html
How can this be considered FUD? It offers no fear ("OMG, a product that's not been officially announced or has a specified shipping date is delayed!"). There's no more uncertainty then already existed (as no one knew when it was supposed to be released anyway), and I'm not sure what doubt it's supposed to cause.
FUD tends to work the other way, making statements to cause uncertainty of another's products. For example, rumors spreading of an Apple tablet causing people not to buy OWC's macbook tablet.
Or MS saying that Zune compatibility for the Mac is just around the corner, thus causing all potential Mac owners who were thinking of getting an iPod to put off the decision, because once the Zune for Mac hits the streets, the iPod will be the laughingstock of the portable player market.
OK, maybe not the second one so much.
If the prediction includes mention of 'iphone nano', it is safe to disregard as crap.
Enough already with the regurgitations of that stupid rumor.
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