Joe Weingarten

Mr. Joe Weingarten

Executive Director, Macintosh Reseller Association


          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

GLG News by Mr. Joe Weingarten, Executive Director

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

What if the iPhone is a Flop?

February 15, 2007

British firm unveils rival to Apple's iPhone | www.buffalonews.com

Over the last several weeks, one company after another has announced a challenge to the upcoming iPhone. Also, more and more players are looking to move into the music download business. These are not the players we are used too, but rather the phone operators.

Steve Jobs - The Options Master at Apple and Pixar

February 13, 2007

Disney asks: Did Jobs profit at its shareholders' expense? | www.orlandosentinel.com

The options probe is well on its way at Apple by the US Government. What does Pixar add?

What About Movies and Bigger iPods

February 9, 2007

All-Flash Memory iPod | www.iphonect.com

The Flash units would be limited to 32G, yet Apple makes 80G iPods. Too small for movies.

NAND Down Apple Profit Up

February 7, 2007

NAND flash contract prices still dropping prior to Chinese New Year | www.digitimes.com

As flash memory prices drop, Apple's profits can only go up.

The Phone Price will Not Go Down

February 5, 2007

Apple to rake in 50% margin on iPhone | www.telecoms.com

Apple will not lower its price as time goes by, unless forced to by competitors. Even then it is doubtful. In another post they indicated that with time Apple would lower their price. I doubt it.

Still no end to the Apple Options mess

February 2, 2007

U.S. requests more options documents from Apple | news.com.com

Asking for more data means the digging is far from over and usually means they found something. At the same time statements from Apple looks like they are getting ready to dig in for a battle.

Will All of Europe Follow to Open iTunes

January 26, 2007

Apple DRM is illegal in Norway, says Ombudsman | www.out-law.com

Will the rest of Europe follow Norway's lead in the fight to open up iTunes and the closed Apple system?

This is the Normal Target for Apple

January 23, 2007

Apple to rake in 50% margin on iPhone | www.telecoms.com

Apple has in recent years moved to achieve very high profit margins, why should the iPhone be any different.

 

iPhone for a Niche Market

January 16, 2007

5 POTENTIAL SNAGS FOR THE IPHONE | www.nypost.com

This article lists 5 snags for the iPhone, but many other articles list more. Plus, I have one to add.

Apple TV not a Blockbuster

January 11, 2007

Apple Officially Announces "Apple TV" | www.ipodobserver.com

Also see: Wi-Fi TV Wants to Undercut Apple TV Price With its Own Box

http://www.ipodobserver.com/story/29883

Mr. Jobs at MacWorld spent a few minutes on the new Apple TV and then almost all the time on the Apple Phone. Why? Is the Apple TV doomed to be a low level product from the start. Will PC owners buy Apple or someone else's box.

Wireless Market May Test Apple's Pricing Ability

January 11, 2007

Apple, Cingular Set to Team Up on Cellphone | online.wsj.com

1.Apple has always charged more for its products.
2.Apple is going for 1% market share.
3.Will this result in other Apple products?

Only Two Products, One OK, One Great

January 9, 2007

MacWorld San Francisco 2007 Keynote Live Coverage | www.macrumorslive.com

Apple Computer, Inc. is now Apple, Inc. Here is MacWorld, Steve Jobs on the stage, and no computer announcements, instead an Apple TV transmitter and an Apple Phone. A sign of the new direction of the company. One new product not much, one spectacular.

MacWorld Ho Humm

January 8, 2007

Apple Quietly Canned Lawyer Who Backdated | www.law.com

Also other articles: Credibility of Apple board questioned http://www.contracostatimes.com/mld/cctimes/business/16398088.htm What’s up this year. In most past years the week before MacWorld, the rumor sites are abuzz, the e-mails are flying on what’s going on. This year no sizzle at all. Its almost as if they gave a party and no one came. Did the options suck the life out of Apple, does everyone know what is going to happen or does no one care anymore?

Is the Apple Option Probe Over?

January 3, 2007

The Apple iWash: Steve Jobs's premature exoneration | money.cnn.com

Hold on a minute - Apple said Jobs is cleared of any wrong doing. This article points out why he may not be. Until the SEC says he is clear, he is not.

Apple Could Be in Big Trouble

December 27, 2006

Faked Docs May Be Core of Apple Case | www.law.com

If you follow Apple you must read this article. The SEC Option probe may have found falsified documents. Steve Jobs has hired outside counsel.

Zune for the long haul

December 22, 2006

Analyst: Zune finding some willing ears | news.com.com

Sales at stores that sell both Apple and Zune saw an increase of Zune sales. Don't discount Microsoft for the long term.

Note to Apple --TV is Not as Easy as Music

December 19, 2006

Motorola Exec Sheds Light on Apple's ‘iTV’ | www.technewsworld.com

When Apple started selling music, their competition was a small local music store or a large store, and you had to buy an entire CD. TV will be different, content is different, competition is different.

Adobe Key to Apple Desktop Sales

December 18, 2006

The Photoshop CS3 beta by the numbers | www.robgalbraith.com

Additional Article and URL: Photoshop CS3 beta: First Analysis http://www.hardmac.com/news/2006-12-15/#6234 A computer without proper software is like a left over brick when your new house is built. Apple Macintosh high end desktops are closely tied to the success of useful software.

Good News for Memory and Hardware Makers

December 12, 2006

More than half of North American businesses ill-prepared to run Vista | www.echannelline.com

Are Microsoft’s Vista upgrades are going to clause a huge demand for memory? Will companies delay deployment of Vista or buy new PCs?

Beyond Apple's iPod

December 11, 2006

Apple bulls begin to look beyond the iPod | www.marketwatch.com

With 70 million iPods and sales slowing, what's next for Apple? If Apple doesn't come up with a new gadget, buyers of the stock will become sellers.

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