An EETimes report that a Friedman Billings Ramsey & Co. Inc. analyst believes that the 2nd Generation iPhone has been pushed into the mid-to-late summer 2008:
...due to a pushout in the introduction of such 'killer applications' as the second-generation iPhone from the March/April time frame to mid to late summer, demand for NAND in 1H08 could weaken more than expected,"