Competitive Intelligence, and Apple's Forecasting for the iPhone

Interesting bit reported on Paul Kedrosky's blog about intel used to estimate Apple's own sales forecasts for the iPhone.

Digitimes via EE Times Asia reports that Apple is negotiating to buy 500 million Samsung NAND flash chips. These are 4 GBit chips, so that means that a 4 GByte iPod nano or iPhone would require eight of these; an 8 GByte iPhone would need 16. Averaging out those numbers says that Apple is looking for flash supplies for somewhere around 50 million iPods and iPhones over the next nine months.

Clever.

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