SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Inc.
AAPL 259.95-0.4%Jan 14 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lizzie Tudor who wrote (57561)10/1/2006 5:30:18 PM
From: Lizzie Tudor  Read Replies (1) of 213182
 
I think this must be referring to the 30GB and 80GB new ipods.

This makes it look like 4 million of these will ship in Q4 (Sep-Jan). I don't follow ipod, how does that stack up against expectations? Seems pretty good to me, if AAPL does 14 million units again this is 35% from the high end.

Inventec reportedly beats Quanta for new video iPod orders
Esther Lam, DigiTimes.com, Taipei [Friday 29 September 2006]

Apple Computer will focus its new video iPod orders at Inventec rather than distributing to both Inventec and Quanta Computer, according to component makers cited in a Chinese-language Commercial Times report.

A production bottleneck at Quanta is said to be the major cause of the order adjustment, said the paper. Quanta was cited by the paper as saying that orders for 2006 and 2007 are still on schedule.

A Morgan Stanley report indicated that both Inventec and Quanta are assembling the new video iPods. In the fourth quarter, Inventec is scheduled to ship one million video iPods a month while Quanta is expected to ship 300,000-400,000 units a month. The investment firm estimated that the revenue contribution from the video iPod for Inventec should exceed 55% and 4% for Quanta in the fourth quarter.
digitimes.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News