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.

Apple rumors an age old game.

May 29, 2007

WWDC Hype Stirs a Thick Stew of Apple Rumors | www.technewsworld.com

As we approach the opening of the WWDC on June 11 the rumor mills will be working double time. This year with the launch of the iPhone and delay of the new OS, the number of rumors should be at an all time high. What should you do?

iPhone the next revolution in communications.

May 21, 2007

Entering iPhone Era: Marking Time in Mobile | communities-dominate.blogs.com

The iPhone with all its hype will be the cool product to own, but more importantly will the mode of operation of the phone. The style and function of the iPhone will change the phone industry. But unlike the iPod there will be competition.

Apple TV not what the customers think it was?

May 15, 2007

Apple TV: What It Can't Do | www.technewsworld.com

Apple – the company that gave everyone the simple and great iPod, the Apple TV will be just as great and easy – but what happened?

Has the copyright pendulum gone too far?

May 14, 2007

Apple, others draw legal threat over media players | news.com.com

Recent changes in copyright law has resulted in major changes in how the media will be able to view, transmit and project almost any data. Will this curtail innovation in the future?

The detail is in the NAND supply.

April 30, 2007

Samsung and Apple in talks about NAND flash purchase, say sources | www.digitimes.com

WillApple run out of NAND and therefore hurt its ability to provide product? or Will Apple sales slow and will Samsung be the one hurt?

Apple Options - Only two charged - Is Jobs off the hook.

April 26, 2007

Ex-Apple CFO says Jobs advised of stock options accounting | news.com.com

Only two ex-executives had had lawsuits filed against them by the SEC in its option probe. Is this the end?

The real winner on the iPhone is not Apple

April 25, 2007

iPhone boosting interest in Cingular/AT&T | www.appleinsider.com

Who will benefit the most from the forthcoming iPhone - Apple or ATT?

Apple Options Probe Winding Down

April 24, 2007

Apple's ex-CFO reportedly settles options probe | news.com.com

This would remove the final dark cloud over Steve Jobs.

Apple Lacks in Depth Engineering

April 13, 2007

Apple delays Leopard release until October | www.appleinsider.com

Apple is showing that it is a small company trying to play in a big company world. Also see the following article. Apple's Mac sales see slight pause ahead of Leopard http://www.appleinsider.com/articles/07/04/12/apples_mac_sales_see_slight_pause_ahead_of_leopard.html

NAND prices to slowly move up and shortages at end of year

April 12, 2007

.Goodbye price plummet; Samsung reportedly ramps up NAND flash capacity again | www.digitimes.com

Impact on manufacturers who use NAND. Shortages at the worst time of the year.

Apple iPod sales easing

April 2, 2007

Briefly: Apple cuts video iPod pricing in UK | www.appleinsider.com

This is one of two articles on a price drop of Apple iPods in the UK and France. For Apple to drop a price something is very wrong. French URL http://www.hardmac.com/news/2007-03-31/#6602

Who will Vista really benefit?

April 2, 2007

Four in five company PCs not ready for Vista | www.echannelline.com

Will this drive up the memory market? Will this drive up the sales of new PC’s?

A revolution is coming to laptops design and other cpu’s next

March 28, 2007

Samsung introduces new fusion NAND flash, 64GB SSD and 8.4-megapixel CMOS image sensor | www.digitimes.com

Its the building blocks we overlook that can change an entire industry. Samsung's two new product announcements could very well change laptops in the near future.

Two timing Apple?

March 27, 2007

AT&T Teams Up With Napster, Delivers Access To 3 Million Song Tracks Across Multiple Screens, Devices | biz.yahoo.com

AT&T is due to be the iPhone carrier, why Napster? iTune vs. Napster To Go subscription

Why Apple TV Will Bomb

March 22, 2007

Will Apple TV be bigger than iPhone? | www.computerworld.com

This is an add-on to my comments on the Apple TV.

Has Apple TV been oversold?

March 20, 2007

Will Apple TV be bigger than iPhone? | www.computerworld.com

Before believing everything you read, do your homework – no one else has. Has everyone forgotten to look under the hood?

The perfect storm for Apple

March 14, 2007

MrAnalyst expects Mac sales spurt soon | www.macworld.co.uk

Also see: UK Apple site leaks 8-core Mac Pros http://arstechnica.com/journals/apple.ars/2007/03/12/uk-apple-site-leaks-8-core-mac-pros

Microsoft Suffers Latest Blow As NIST Bans Windows Vista http://www.informationweek.com/news/showArticle.jhtml?articleID=198000229

A perfect storm doesn’t happen too often, even the best of corporate planners could not have put this together, since part is Apple, part is Adobe and the last part is the archenemy Microsoft. See how all these elements have come together to give a much-needed boost to Apple.

Options that will not go away.

March 9, 2007

Another look: Did Steve Jobs 'financially benefit' from backdated options? | money.cnn.com

The SEC is still working on the options mess of did he or did he not? Steve Jobs is the core of the Apple and without him the company would struggle.

Will iPhone hurt iPod?

March 5, 2007

Analyst: the street underestimates iPhone | www.macnn.com

Also: iPhone interest said to be larger than market anticipates http://www.appleinsider.com/article.php?id=2536
Will 8 million iPhones mean 8 million less iPods sold?
What is the effect of iPhone on Apple products?

Apple to lose 128 retail outlets - CompUSA to close 128 stores

February 28, 2007

Mr.CompUSA Announces Realignment Strategy | www.compusa.com

Apple has a store in a store at Comp USA's and this will effect them with the loss of outlets. While these outlets sold a lot of iPods they were a primary source for cpu sales.

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