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Brier Dudley's blog

Brier Dudley offers a critical look at technology and business issues affecting the Northwest.

December 14, 2006 at 2:14 PM

Spinning iTunes this way and that, plus the iPhone

Who, besides the secretive folks at Apple, really knows whether iTunes is seeing a downward trend?

Analysts, fans and skeptics are having a field day with a provocative Forrester report disseminated Monday. It was amplified by The Register, then widely reported by the wire services. The Register is now saying that Forrester is backpedaling under pressure from hedge funds worried about Apple’s stock, and comScore chimed in with a rebuttal and defense of iTunes.

What’s more interesting to me is the impressive public relations jujitsu by Apple. Somehow, after the iTunes flap pushed down the stock, some key Wall Street analysts got their hands on details of Apple’s upcoming iPhone. They’ve issued a bunch of rosy reports today and the stock has recovered.

So while the zealots scream at Forrester (and us for printing a Bloomberg story on the Forrester report), Wall Street’s already moved on and is focusing on how the phone could boost Apple in 2007.

Here are the phone specs, as disclosed by Morgan Stanley and posted by Barron’s:

List prices: $599 for the 4 gig; $649 for the 8 gig.

Design: slightly larger than screen size (2.8 x 2.1 inches) and ~0.4 inches thick, which would be wider than a Nano, thinner than the iPod with video. On-screen virtual click wheel.

Material: Metal, in multiple colors: Black, white, silver, maybe others.

Capacity: 12 million units in calendar 2007.

Carrier partner: Cingular in the U.S.

Functionality: 3 megapixel camera, MP3, video. E-mail and calendar functions unconfirmed.

Manufactuer: Foxconn

Application/Media processor: Samsung

Camera module: Foxconn

Case: Foxconn

Baseband: Infineon (IFX)

RF Transceiver: Infineon

Bluetooth: CSR

Wi-Fi: Marvell (MRVL)

Memory: Samsung primary; Toshiba secondary supplier

Battery: Sony, others

O/S: Apple. Duh.

Display: Sharp, others.

Funny, Apple has a habit of suing journalists who disclose info about its upcoming products, but that hasn’t happened today.

Comments | More in | Topics: Apple


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