Analyst analysis: nano to hit 12GB, coming in Q4

We all know the stock demons deciding Apple's current share prices don't much like it when analysts predict product delays, but at least disparate market research and analysts are coming together on a somewhat cohesive picture of the next nano. Last week Gartner predicted a 10 and 12GB nano launch for Q406, nothing unusual so we passed on it -- but today Apple's stock took a tumble when Shaw Wu from American Technology Research announced they believe the new nanos -- which they expect to jump only to 4GB and 8GB -- will be delayed until December, while the (true) video iPod might not see the light of day until 2007. What did Shaw blame the delay on? No, not content deals, NAND memory shortages, or anything else of the like, Wu's blaming it on the transition from certain PortalPlayer chipsets that was reported a couple months back, which to the best of our knowledge wasn't even expected to affect their higher end non-flash offerings.

[anon @ Jun 28th 2006 9:34PM]

If they made a 12GB Nano with video, then I would buy it, instead a Gigabeat or Zen Vision :M, which I'm considering now.

The Clix looks real nice, but 2GB??? Not nearly enough if you want any video.

[anon @ Jun 28th 2006 9:36PM]

One other thing, I wish iTunes started offering a subscription model, in addition to what they have now, because that's perfect for me. A video subscription service would also be nice, like Starz Vongo.

[bob @ Jun 28th 2006 9:47PM]

If i make up a rumor, then buy some stock just before a predictable and timely product update then maybe ill make a quick million....shit someone thought of it before me! traders taking advantage of apples secrecy here.
subscription sucks by the way, ownership is better.

[Ben @ Jun 28th 2006 9:49PM]

Umm, since when does he know Apple's plans? Yeah, whatever....

[Chris szostek @ Jun 28th 2006 9:52PM]

Really not a suprise. They are coming out with 1 or 2 new models a year. The Ipod w/video came out this year 1st quarter right? Sure why not, I have no idea. I wouldn't expect to see anything new until at least Jan 2007 in the Ipod line up.

[dmac @ Jun 28th 2006 9:57PM]

how does one become an "analyst". because i bet they make a considerably larger annual income than i, and yet seem to know far less about the industries under analysis. i read one today where a sell rating was given to apple because of the uncertainty surrounding the "upcoming" intel switch.

[JustSomeGuy @ Jun 28th 2006 10:33PM]

The current 4GB Nano has an "empty" spot for a second NAND flash module, so Apple could do 8GB easily by adding a second 4GB memory module. See http://www.multiarcade.com/ for pictures and more info.

[justme @ Jun 28th 2006 10:39PM]

To Anon...
The iRiver Clix is an awesome design. However, I too, do not understand what their thinking was in releasing it with only 2GB when there are many other DAPs out there with 4GB for pretty much the same price.

iRiver... please make a 4 and possibly 8GB CLIX!!

[Brian James @ Jun 28th 2006 10:52PM]

Another day, another iPod. Cross your fingers that Apple will have learned from their mistake, and release a more scratch resistant case! My first MP3 player was a Creative Nomad with a magnesium case. That thing was small and heavy duty! No one really cares about the weight (it'd still be easily under 1lb), can we get anything besides CHEAP PLASTIC CRAP on the face of our $200 gadgets?

[iPod Headphones @ Jun 28th 2006 11:04PM]

The multiarcade hack is questionable. There's a good discussion about it on hackaday. Some people confirm you can mod a Nano to 8gb others say its bunk.

[G Money @ Jun 28th 2006 11:06PM]

God bless mr Shaw Wu. His brilliant analysis allowed me to pick up some apple shares at an 8 month low. Whats ironic is how someone can predict a delay of a product that has never been announced in the first place. Astonishing that these crooks are allowed to keep there jobs.

This is the same Mr. Wu who UPGRADED apple back in November with a price target of $101!!!!!!

[Saintless @ Jun 28th 2006 11:13PM]

From the Department of Redundancy Department?

[Alexandre Roche @ Jun 28th 2006 11:22PM]

God damn analysts. Stop messing with my stocks.

Apple could reach $100... they've kinda got all caught up in their own hype though... and it seems to be holding them back. Somehow the stock now reflects how much they can surprise us, not how good their products are, or how fast they're growing, or how well they perform financially.

[D.J.J.S @ Jun 28th 2006 11:39PM]

So Apple is Making a New (Scratchy )- I mean Nano.. Caugh... (echo echo echo ).. Hmm Hope they have Better Bass..in the New Model and its Scratch Resistant.. : ) .... what a dream... someday people some-day....

[Zacky V @ Jun 29th 2006 1:04AM]

12GB Nano? *starts to save money*

[Alphadan @ Jun 29th 2006 7:18AM]

Upgrading the nano will result in a battery life lost

[Norm @ Jun 29th 2006 12:57PM]

Still waiting for another iPod made of metal before upgrading from my mini....