Most recent closing price: $31.63 iPhone sales are soaring, and Broadcom, which provides Wi-Fi and Bluetooth chips for the iPhone 3GS, stands to reap some of the benefits -- especially if it ends up outfitting the new iPhone Apple is said to be launching this summer. "Broadcom is a pretty large revenue diversified company, but it will benefit from Apple's success," Daniel Amir, an analyst at Lazard Capital Markets, told TheStreet.
|Stockpickr Answers Can Apple's rally be sustained?|
Most recent closing price: $25.56 Despite rumors that AT&T's iPhone deal will end this summer, Apple gave the Dallas telco some upside when it chose AT&T as its iPad partner. In fact, by offering an iPad contract starting at $14.99 a month, AT&T may be dangling a huge carrot in front of Apple. "I think that maybe they made a price concession to Apple in return for an extension of the iPhone exclusivity deal," Brian Marshall, an analyst at Broadpoint AmTech, told TheStreet. "Logically, you could assume that they get that through year end, or something like that." AT&T, even while suffering through constant complaints about its network, met analysts' expectations and reported a 26% increase in its fourth-quarter earnings. "The iPhone has certainly driven AT&T's success in the last couple of years," Marshall said. "I think that AT&T will
Most recent closing price: $33.49 If blogosphere chatter counts, storage specialist SanDisk, which describes itself as the global leader in Flash memory cards, might be a new supplier to Apple. "There is a lot of chatter that SanDisk has the NAND Flash for the new iPhone that is coming out in June," said Lazard Capital Markets analyst Daniel Amir. "That's going to be a big deal when that comes out." Amir explains that Apple uses a "tremendous amount" of Flash storage in its products and that future iterations of the iPad might feature Flash by SanDisk. Apple, he said, accounts for 20% to 25% of the world's NAND Flash consumption, potentially spelling good news for SanDisk's margins. SanDisk did not make specific reference to an Apple relationship during its recent fourth-quarter conference call. CEO Eli Harari, however, cited the iPad as an exciting new device that is "demonstrating the significant new opportunities ahead for flash mass storage." Specific details are hard to come by. "We don't specifically address questions related to our existing or potential customer relationships," explained a SanDisk spokeswoman, in an email to TheStreet. SanDisk shares have risen more than 300% in the last twelve months. The company has also raised its first-quarter revenue forecast and is anticipating major Flash demand over the coming years.
Most recent closing price: $16.14 Though not the best-known company on this list, OmniVision has been attracting a lot of interest thanks to its role in the digital pictures and video market. OmniVision sells image sensor technology. There have been rumblings that OmniVision's sensors, which are said to be used in the iPhone 3GS and the iPod, will also appear on the newest iPhone. "When the new iPhone comes out, there will be two image sensors from OmniVision," Lazard Capital Markets' Amir told TheStreet. The company refused to confirm. "OmniVision is not allowed to disclose such information," a spokesman said in an email to TheStreet. OmniVision's stock has risen almost 140% in the last 12 months. Set against this backdrop, the company is getting plenty of analyst love. "Our guys are positive on that
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