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Thursday, May 29, 2008

Infineon preannounces - implications

UBS is saying the lowered guidance is due to a lower build plan for iPhone 3G -- that the plan was cut 1.5mm units and it caused a shortfall in HSPDA. I think Apple cutbacks are somewhat factored into suppliers minds as Apple has a history of setting the supplier bar high so they don't get caught short. For example, Apple had signed multiple guaranteed supply agreements in NAND to make sure they didn't run out. I think Nokia is more likely the culprit of the incremental weakness as all this talk of nifty new 3G handsets from RIMM and AAPL could slow consumer purchasing decisions on big ticket smartphones until the iPhone arrives.

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