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Kaufman Bros. analyst Shaw Wu has been checking with his contacts in Apple's (AAPL) supply and distribution channels and reports that demand for the iPhone is "fairly healthy" in the U.S., Europe and, with the exception of Japan, most of Asia Pacific.

It was originally thought to be a mistake when a predicted smartphone was not present at the Mobile World Congress. Now, it is believed that Dell rethought the project due to "lack of carrier interest."

A recent wave of rumors point to a possibility that Apple might sell 4GB iPhone for $99 after holidays.

Apple reportedly ordered a large NAND flash chip shipment from Samsung, says a research note from Lazard Capital Markets. The 16-gigabit chips point to the likelihood of a 32GB iPhone, as well as a positive impact to the NAND industry, which includes Toshiba and SanDisk.

Talks between Apple and Verizon have been in the press for several days now, but recent reporting suggests the two may be discussing a pared-down version of the Apple iPhone and an Amazon Kindle-like "media pad," for release as earlier as this summer. But does Apple need the hassle of CDMA?