GLG News by Graphic IC Chip Experts (North America)

Joe WeingartenExecutive DirectorMacintosh Reseller Association

ATT / Will Apple be far behind with Super iPhone?

April 3, 2009

Analysis of:AT&T to try selling wireless broadband laptops | www.seattlepi.com

Rumors have been rampant about an Apple Netbook, yet Mr. Jobs has stated Apple does not know how to build a cheap small computer. I disagree they have it's called the iPhone and now it is time to expand the concept. The iPhone is more computer than telephone.

Joe WeingartenExecutive DirectorMacintosh Reseller Association

Apple NetBook - Is this the Real Game Plan.

March 26, 2009

Analysis of:Orange preparing subsidized MacBooks? | www.macnn.com

Maybe this is another cover story from Apple. What if they are planing a netbook tablet with iPhone heritage?

Joe WeingartenExecutive DirectorMacintosh Reseller Association

The Apple Closed Systen is Coming.

March 16, 2009

Analysis of:Apple Adds Still More DRM to iPod Shuffle | www.eff.org

One article calls Apple the "Soup Nazi" after the soup kitchen on TV where the cook determines if you are allowed to have his soup. After reviewing the three articles you start to get the feeling Apple is moving fast in this direction.

Joe WeingartenExecutive DirectorMacintosh Reseller Association

Apple vs. Psystar - Extablishing new Copyright / Product Law Boundries?

March 10, 2009

Analysis of:What Is the Issue in the Psystar Case? | www.osnews.com

Can any manufacturer tell you how you can use a product after you purchase that product? Can Sony tell you that you can only play it's CDs on Sony equipment? Can a book publisher tell you, you can only read their book while standing? Can GM or Ford tell you, you can only use a certain brand of gas? This is the basic question behind this suit and whichever way it goes will establish a major direction of law for all products.

Joe WeingartenExecutive DirectorMacintosh Reseller Association

Is the App Store Concept Doomed?

March 9, 2009

Analysis of:Apple is Delaying Developers; Does a Bigger Problem Exist? | www.crn.com

Recently Apple announced they past 25,000 apps in their store and their is an app for anything you want, yet more developers are trying to add more apps and Apple itself is having problems. What needs to happen?

Joe WeingartenExecutive DirectorMacintosh Reseller Association

New Apples but upgrade is hidden in the machine.

March 5, 2009

Analysis of:Apple's desktop refresh 'underwhelms' | www.infoworld.com

The techie press is not giving any credit to Apple for this series of new machines and I can't blame them. But they have not looked just a little down the road. And Apple is hurting itself with its usual set of secrets.

Joe WeingartenExecutive DirectorMacintosh Reseller Association

2nd Guessing Apple's Future.

February 23, 2009

Analysis of:Where Does Apple Go From Here? | www.informationweek.com

A lot of guessing is going on about Apple and the future. It's secret life results in all the guessing. This article puts into perspective the many items to consider but fails to provide any answers. Yet having the entire concept of the future is helpful.

Joe WeingartenExecutive DirectorMacintosh Reseller Association

The Coming NAND Shortage.

February 19, 2009

Analysis of:Apple buying up available flash RAM supplies for next iPhone | www.appleinsider.com

Two factors are setting up this perfect storm on the memory front. Apple buying and reduction in capacity.

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

M&A, JV in HDD Industry and SSD, Embedded System Replacement in 2011

February 19, 2009

Analysis of:Toshiba-Fujitsu Gives Storage Rivals an In | www.thestreet.com

HDD quantity of delivery under NB and the consumption electronic products demand leads, maintains 10~15% year growth rate, the hard disk quantity of delivery growth rate reaches as high as 18.9% in 2007, however because, on the other hand actually also the price competition day by day intensifies, causes the income earning to worsen, causes the hard disk market also to blow the purchase wind, even touches the related components factory. Stops to 2008, after eliminated and the conformity many times, the global hard disk entrepreneur from 41 in 1990, reduced to Seagate, WD, Hitachi Global Storage Technologies; HGST, Samsung, Toshiba and Fujitsu, Total 6. Seagate purchases and takes over Maxor after May, 2006, reaches as high as 35% of the global hard disk market in 2007. Fujitsu is the lowliest place in the hard disk market, because of hard disk enterprise deficit again and again, so that Toshiba is the most powerful customer to take over the Fujitsu hard disk enterprise.

Chuen-Yi WangFormer Vice PresidentTAIWAN SEMICONDUCTOR CO., LTD.

More Rating Cut

February 18, 2009

Analysis of:Hynix Falls Most in Two Months on JPMorgan Rating Cut | www.bloomberg.com

Hynix will not have the reduction of capital plan. Hynix pass on the year's end to sell Oregon the Eugene factory to attain 306,000,000 US dollars in accordance to the turnover. Hynix, the beautiful light offers NAND the Flash technology Taiwan factory not to appreciate kindness rendered solves the DRAM difficult position most first. Hynix’s Creditor bank plans before the end of September to release the stockholder's rights value to estimate 880,000,000 US dollars again. Hynix reduces the workshop promotion disbursement and postpones the mainland joint capital factory investment. Hynix pelts capital outlay the global DRAM supply rate to grow only this year 20~30%, The 4th quarter, 2008 loses money 964,000,000 US dollars analysts anticipated in 2009 transport business difficult to show improvement after illness.   Obviously, JPMorgan will continuously the rating cut again. 

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