Peter Burrows writes in his column on BusinessWeek: "One Wall Street source I spoke with says there's talk that Apple might sell as many as 4.5 million video iPods this quarter. My sources say that many U.S. shoppers are opting to pay up for a video iPod when they can't find a 4-gigabyte nano at their local retailer. It seems many shoppers think two gigabytes just isn't enough capacity. So faced with the prospect of going home with nothing, they're paying the premium."