GLG News by Graphic IC Chip Experts (North America)

Jon Peddie, President

Jon PeddiePresidentJON PEDDIE RESEARCH 
          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.

2009 Digital Video Software Market

July 27, 2009

Digital video software market hit $1.5 billion in 2008. | jonpeddie.com

The digital videos software market supplies the tools for movie and TV making and has weathered the recession well and is poised for growth in 2010.

Jon Peddie, President

Jon PeddiePresidentJON PEDDIE RESEARCH 
          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.

The market for GPUs exploded in Q2 29%

July 27, 2009

AMD soars in Q2'09, Intel and Nvidia also show great gains | jonpeddie.com

We've hit bottom and have stone-skipped off -  Q3 and 4 are looking very good for the PC indiustry

Joe Weingarten, Executive Director

Joe WeingartenExecutive DirectorMacintosh 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.

Apple wins- Nokia is business as usual.

June 30, 2009

It's Apple vs Nokia | www.business-standard.com

The article is from India and does not reflect a true understanding of the marketplace. The addition of an App store to the Nokia is meaningless without Apps that sell and are meaningful. The only plus is longer battery life.

Joe Weingarten, Executive Director

Joe WeingartenExecutive DirectorMacintosh 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.

Apple Margins - more than meets the eye.

June 15, 2009

Apple could see margins at risk with new price cuts | www.marketwatch.com

Other factors such as the strong dollar and rising component prices will create the perfect storm. Not a storm Apple wants.

Mel Burks, Founder / Senior Partner

Mel BurksFounder / Senior PartnerTech Quest Research, LLC 
          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.

A Contender for the Number-Two Spot in Wafer Foundry Services

June 2, 2009

Chartered Denies Bid From Abu Dhabi’s ATIC | www.semiconductor.net

In 2007, Chartered was ranked number four in revenue market share behind TSMC, UMC and SMIC.   However, an acquisition of Chartered, combined with GlobalFoundries, could conceivably compete for the number two slot challenging UMC but likely not before 2011. An acquisition of Chartered Semiconductor folded into GlobalFoundries would not dislodge TSMC's position as number one foundry provider for fabless companies.

Joe Weingarten, Executive Director

Joe WeingartenExecutive DirectorMacintosh 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.

But is Apple pulling the Strings?

May 25, 2009

AT&T's mobile broadband house of cards | www.fiercebroadbandwireless.com

Behind AT&T is Apple. What if.....?

Joe Weingarten, Executive Director

Joe WeingartenExecutive DirectorMacintosh 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.

Much more than In-House Chip Design.

May 4, 2009

Apple Bets Its Chips on In-House Microprocessor Design | www.macnewsworld.com

This article as well as a few others that have been written over the past few days are missing the real reason that Apple is making this big push for in-house chip design. With your own chips, you can control everything within your system. That is the real reason.

Joe Weingarten, Executive Director

Joe WeingartenExecutive DirectorMacintosh 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.

So this is where Apple is heading.

April 29, 2009

Apple's New Era | www.forbes.com

Apple over the last 30 plus years has been defined by its operating system and sleek computers always one step ahead of the others. How does Apple remain ahead when it uses the same technology as everyone else?

Joe Weingarten, Executive Director

Joe WeingartenExecutive DirectorMacintosh 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.

Far too early to tell if Jobs Absence makes a Difference.

April 14, 2009

Apple closes first quarter without Jobs at helm | www.marketwatch.com

When I read articles such of this I have to wonder are these written just to sell space on the internet or in magazines. It's almost like saying Mr. Jobs will not be in the office next Tuesday will Apple stock collapse?

Joe Weingarten, Executive Director

Joe WeingartenExecutive DirectorMacintosh 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.

The odds are Steve will not return.

April 6, 2009

Apple investors' worries about Jobs may be easing | www.reuters.com

Is this article very shortsighted? Its only been a few months and the current mangement team is still working on the processes of the past.

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