Apple iTV Index Portfolio - Stockpickr! Your Source for Stock Ideas

Apple iTV Index

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Date updated:04-12-2007

This portfolio consists of all the companies that contribute to the make-up of the Apple iTV.

Prudential completed a tear-down analysis of the Apple iTV, which was released into the North American market last week.

While the Apple iTV is a high-visibility design win, they do not expect it to change the economic fortunes for most of its suppliers. PEG's Senior IT Hardware analyst, Jesse Tortora, who covers Apple, is forecasting only 800,000 and 1.8 million units to be shipped in 2007 and 2008, respectively.

Below are the companies and the components each contributes.

INTC
Intel Corporation
$20.46
+2.97%
$20.19

The iTV looks like a scaled down PC. Intel's Crofton MPU (looks like a Dothan) and Calistoga chipset drive the device

People owning INTC also tend to own: AAPL AMD CSCO DELL GOOG IBM MSFT

TheStreet.com Rating: B What is this?

NVDA
Nvidia Corporatio
$14.26
+3.11%
$14.10

NVidia's GE Force Go 7300 GPU also helps drive the device.

People owning NVDA also tend to own: EDU INTC OFIX UAUA AAPL ALJ CSCO

TheStreet.com Rating: D+ What is this?

BRCM
Broadcom Corporat
$30.77
+1.55%
$30.78

Broadcom's 802.11n WLAN chipset is one version you can purchase.

People owning BRCM also tend to own: CTSH GOOG INFY MRVL PTI REDF SAY

TheStreet.com Rating: C What is this?

006400.KS
Samsung Sdi Co.
$143500
+0.70%
$141500

On the memory side, Samsung is the largest suppliers of DRAM.

People owning 006400.KS also tend to own: 0001.HK 2886.TW 2887.TW ACN CMCSK CVX GLAXO.NS

TheStreet.com Rating: No Rating What is this?

TOSBF.PK
Toshiba Corp
$5.50
-0.18%
$5.55

Also on the memory side, Toshiba supplies a 40GB HDD.

People owning TOSBF.PK also tend to own: 003550.KS 006400.KS BRLC DTSI GLW GNSS LPL

TheStreet.com Rating: No Rating What is this?

LLTC
Linear Technology
$27.99
+0.54%
$28.12

Other components are from Linear Tech (analog).

People owning LLTC also tend to own: ADBE CHKE CLMS CME EPAX GHL MCO

TheStreet.com Rating: C What is this?

MRVL
Marvell Technolog
$18.06
+9.26%
$17.77

Other components are from Marvell (HDD SoC).

People owning MRVL also tend to own: AIG BA C CPWR DIS FWLT GS

TheStreet.com Rating: C What is this?

IRF
Intl Rectifier
$20.26
+2.12%
$20.18

Other components are from International Rectifier (FETs).

People owning IRF also tend to own: CHS UPS AAPL AVEMX BBY BWA COST

TheStreet.com Rating: D+ What is this?

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