Last night we sent DealBreaker intern Scott Bressler to scout the scene at the Apple stores in NYC. In Soho he met the folks at the front of the line, who are broadcasting their standstill adventure at iPhone Launch TV. They plan to be the first to buy the iPhone, which they will auction on eBay for charity. (Scott made an appearance on their webcast last night, and we'll be posting his pictures later today.)
So the bleeding hearts are selling the iPhone for charity. We're sure that's sweet of them. But what we want to do is get our hands on one of these babies and smash it.
That's the only way we're going to get real answers to the question that has Wall Street traders speculating, whispering and rumor-mongering today: Who makes the components of the iPhone? Some rumored parts makers are Marvell Technology, Broadcom, Samsung, Infineon Technologies, FoxConn Technology and Cambridge Silicon Radio. Apple won’t say who is manufacturing the guts of the new phone, and none of various players are commenting to the press.
But that hasn’t kept the stocks from moving. Marvell technology seems to be a favorite. The stock is up nearly 3.5% today, and just halfway through its trading day it has almost reached the three-month average for trading volume. Broadcom is down a bit, after rising earlier in the week. Infineon has been up and down all week, and is currently trading about where it started on Monday.
Clearly we need to learn who makes what inside the iPhone as soon as possible. And the only way to do it is to break the phone open.
The market expects Apple to sell as many as 1 to 2 million iPhones today.
Update: It looks like we're not the only ones who want to break the iPhone.
Posted by frankie bones, Jun 29, 2007 2:12PM
businessweek ran a story a few months back that said apple signed balda, this german company, to make the touch screens for the iphone. their symbol is bad.de