Flash based Video IPod Could Shake Up Memory Market
A UBS analyst said today that indications point to Apple using a different type of memory in its next video iPod, a switch that would significantly affect suppliers Sandisk and Marvell.
UBS analyst Alex Guana said Apple could be working on 16GB and 32GB models of their video iPod that use NAND flash memory, as opposed to hard disk drives, or HDDs. He explained in a client note that a NAND-based video iPod would help increase demand for the memory and drive up its value. Sandisk has been hurt recently by gluts in NAND inventory that sapped prices. Forbes