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 - $19.11
- -1.19%
- $18.90
The iTV looks like a scaled down PC. Intel's Crofton MPU (looks like a Dothan) and Calistoga chipset drive the device

-
NVDA
Nvidia Corporatio - $12.79
- -2.14%
- $12.57
NVidia's GE Force Go 7300 GPU also helps drive the device.

-
BRCM
Broadcom Corporat - $28.97
- -2.00%
- $28.52
Broadcom's 802.11n WLAN chipset is one version you can purchase.

-
006400.KS
Samsung Sdi Co. - $125500
- -5.28%
- $129000
On the memory side, Samsung is the largest suppliers of DRAM.

-
TOSBF.PK
Toshiba Corp - $5.00
- -0.99%
- $4.86
Also on the memory side, Toshiba supplies a 40GB HDD.

-
LLTC
Linear Technology - $26.91
- -1.10%
- $26.21
Other components are from Linear Tech (analog).

-
MRVL
Marvell Technolog - $15.63
- -1.70%
- $15.41
Other components are from Marvell (HDD SoC).

-
IRF
Intl Rectifier - $18.77
- -1.78%
- $18.55
Other components are from International Rectifier (FETs).
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A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.
A. The only one I own : SLX,
too hard pick a winner out all of them
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Analyst Upgrades or Estimate Increases for Nov. 27, 2009. Read more here. more
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