Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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. -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (54499)	7/15/2006 12:22:41 AM
From: aaplfan	Read Replies (1) \| Respond to of 213183

thanks, well I am super bearish on ipod after reading that Think Secret article. Fair enough re: being bearish on the iPod as TS has a good track record. While further delays for the video ipod sound likely, it isn't a deal-killer yet. A minor rev would carry the top end 'till January. They really need to ramp the storage on the flash models as that's what's driving volume and profits. If they don't have nanos with more storage in volume for the fall, then you're estimates are probably right. Actually, if they could just get a 'real' media center mini out the door, it would probably do much more for sales in the holiday season than a video ipod. Hope springs eternal on this front...