To: Wyätt Gwyön who wrote (68864 ) 9/19/2007 12:57:59 PM From: Sonki Read Replies (1) | Respond to of 213177 picked up from barrons on line. Apple: Big Margins On New Nanos, Teardown Reveals Posted by Eric Savitz =================== pdf files: i also subcribe to a newsletter which has my account number on it (hidden) and I believe each time i forward to some one they can keep a counter of it. I have to foward it sometimes to print on another computer. But if forwarded to 100 people , I bet would hear from the author or my subcription would get cancelled. Also in your case , if your print to PDF creating another pdf file wouuld u be able to read on another computer ? ======================== A teardown of the new Apple (AAPL) iPod Nanos by research firm iSuppli find a variety of new component providers - and a very high margin device. According to iSuppli, the bill of materials for the 4 GB Nano costs $58.85, while the costs for the 8 GB version total $82.85, with additional memory accounting for all of the difference. Apple is charging $149 for the 4GB model, and $199 for the 8 GB version. As iSuppli notes, their cost estimates do not include manufacturing costs, software, intellectual property, accessories, packaging, R&D or marketing. The firm notes that Apple has historically sold products for about twice their hardware bill of materials costs. “For the new Nanos,” iSuppli says, “Apple has exceeded its usual lofty standards.” There are several new suppliers for the revamped Nanos, according to iSuppli. The biggest winner is Micron (MU), which is supplying NAND flash memory for the devices, accounting for $24 of the cost of the 4GB version, and $48 of the cost of the 8 GB version. The firm notes that the company’s NAND suppliers previously have been Samsung, Toshiba and Hynix. Other new suppliers include Dialog Semiconductor and Intersil (ISIL). As I noted in a previous post, Synaptics (SYNA) has resumed its relationship with Apple, after a recent absence. Previous suppliers who do not have parts in the new device include NXP Semiconductors and Cypress Semiconductor (CY). According to iSuppli, “one of the biggest and most important slots on the Nano is the combined core video processor/microprocessor chip,” which is supplied by Samsung. Total iPod sales should reach 23 million units this year, and 27.9 million in 2008, iSuppli estimates, adding that “consumers will interested in buying Nanos due to their enhanced features, mainly video capability and a high quality display.” Apple today is up $1.53 at $142.45