Joe Weingarten

Mr. Joe Weingarten

Executive Director, Macintosh Reseller Association


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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.

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Throw away your phone - the next generation us coming.

May 13, 2008

New deals seen tripling Apple's addressable market for iPhone | www.appleinsider.com

Within days the new iPhone will hit the market as well as the new BlackBerry as well as the new HTC as well as the new.... We are going to witness the third generation of mobile phone wars starting this summer. We moved from the brick to the flip and true hand held and now its time for the real move to the smart and sleek. What's going to happen?

Move up the iPhone release date.

May 12, 2008

3G iPhone in May, Another Device at WWDC? | www.macrumors.com

The inventories of iPhones are going to zero in one market after another. Apple can't afford to wait a month or months for the new product release. Could it be they are ahead of schedule and the new phone is days away.

3G iPhone coming end of June

May 7, 2008

Apple to begin selling 3G iPhone in late June? | www.appleinsider.com

The iPhone will be one year old June 29th. Watch Apple release the 3G iPhone on or about that date. What a birthday party.

Telephone Rumors abound from Sprint to iPhone

May 6, 2008

Revving Up the Rumor Mill for the Next iPhone | www.technewsworld.com

This summer may prove to be a turning point in wireless telecom. Keeping track of all the rumors and possibilities may require a scorecard. Also see: Phone business rings up change http://www.news.com/Phone-business-rings-up-change/2009-1039_3-6238968.html?tag=nl.e433 Sprint shares rise on takeover rumorshttp://techland.blogs.fortune.cnn.com/2008/05/05/sprint-shares-rise-on-takeover-rumors/

Apple update.

April 24, 2008

Apple posts profit of $1.05B, ships nearly 2.3 million Macs | www.appleinsider.com

Also see: Belgium to receive unlocked iPhones? http://www.macnn.com/articles/08/04/23/belgian.iphone.plans/ Apple Buys A Chip Company http://www.businessweek.com/technology/ByteOfTheApple/blog/archives/2008/04/apple_buys_a_ch.html Apple Q2 conference call: 10 million iPhones? No problem http://arstechnica.com/journals/apple.ars/2008/04/23/apple-q2-2008-conference-call Behind the words is an indication Apple is changing marketing plan relative to the iPhone. Steve can't always be right.

NAND Pricing Up, Just as Apple uses more.

April 18, 2008

Kingston the biggest beneficiary of NAND flash price recovery | www.digitimes.com

If the price of one of your key building blocks goes up, your prices have to go up or your profit margin has to go down.

What's Good for Intel is Good for Apple.

April 17, 2008

Positive outlook accentuates strong Intel earnings | www.echannelline.com

It used to be said "What good for General Motors is good for the USA." Well times have changed but now it appears whats good for Intel is good for Apple. Intel's outlook is based not on what Intel thinks but rather what it's customers think.

Someone at Microoft has too much time on their hands.

April 14, 2008

RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com

If this rumor is true it would be a total waste of resources for Microsoft unless they were going to come out with a full line of products.

It seems like an iPhone day.

April 10, 2008

The iPhone's next killer apps: VoIP and videoconferencing | www.tgdaily.com

You can tell by all the articles I listed in the Topic/Question section that today the media has gone overboard on the iPhone, but some very interesting items have come out form all the different articles and I will narrow them down to make some sense.

New MacBooks a much needed spark for Apple

April 8, 2008

Apple notebook lines to see major design changes, sources say | www.appleinsider.com

In this fast changing electronic world old is very old. The Macintosh line was rumored for a major overhaul after the release of the MacBook Air but instead the productivity of the Mac Books went backwards due to a force chip change. Now it appears Apple is going to finally move forward on new laptops.

Finally new iPods are coming so it appears.

March 31, 2008

Wolfson snub points to late-summer iPod launch | www.news.com

The iPods sales have been slipping and the product needs a major refresh. A change in the chip supplier indicates something is a foot to change the entire iPod line.

iPhone'd closed system vs. Android open system - who will win.

March 17, 2008

What if Apple really opened up the iPhone? | www.news.com

Apple has over its lifetime come out strong and then died in the long term. Are they going to do this again with the iPhone?

Is Apple’s SDK for the iPhone for real?

March 12, 2008

iPhone SDK Rules Block Skype, Firefox, Java ... | apple.slashdot.org

Did Apple issue an SDK with so many restrictions that few will come to the party, yet Apple can say we offered.

Apple level playing field - not in 3rd party development

March 6, 2008

Mozilla to Apple: Show Your Hand | www.internetnews.com

In a rare outburst a software developer came out and said what everyone in the industry already knows, Apple does not believe in a level playing field and keeps to itself important information to slow down and even stop outside development.

Will Apple Greed Limit iPhone Expansion?

March 3, 2008

China Mobile says keen on iPhone, but not in talks | www.news.com

So far Apple has been successful in maintaining its revenue sharing model for expansion of the iPhone to other countries. But will this continue or could they lose the entire phone war by sticking to this concept. Also looming on the horizon is the application program for the iPhone and it appears that Apple also wants to control that revenue stream.

Why Apple will never be a major computer player.

February 27, 2008

Apple loses business | www.smh.com.au

This article could have been written 10, 20 or even 30 years ago and a few of the words might have changed, some of the products might have been different but the concept of the article would never have changed.

Will Apple make it to 10M iPhones this year?

February 26, 2008

iPhone Sales Stunted? No, Apple Can Still Hit 10mm | finance.yahoo.com

We live in a world that expects goals and punishes you if you miss that goal. Apple has set a goal of 10M iPhones, this article agrees that they will make it and has set some parameters, which I believe are wrong. While Apple may hit 10M they will have to take a different path to get to their objective.

Apple beware Android may well be the iPhone Killer.

February 18, 2008

First look: latest Google Android SDK a big improvement | arstechnica.com

So far Apple has been able to keep the iPod as the world standard, but when we view the iPhone its a different ballgame and a new star player may be in the wings. The phone business is a lot different than the music business and we all will have to watch Google very closely. They could kill of the iPhone.

iPhone not raking in the money

February 15, 2008

Unlocking an iPhone for real | www.news.com

The basic revenue concept of the iPhone was two parts, first to sell the phone but even more important was to have a continuous revenue stream share with the operator. The first part of this equation appears to be doing just fine, but the second part is falling apart.

WiFi has a long way to go to become WiFi

February 7, 2008

Waiting for WiFi | www.technewsworld.com

WiFi is a food court or airport enterprise. Maybe even a Flying J truck stop? A cheap network at home or for a small office. But we have a long way to go before we have real WiFi.

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