GLG News by Graphics Chips and Cards Experts

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.

Can this unlocking suit spread to everything?

May 28, 2008

Supreme Court OKs Cellphone Unlocking Suit | blog.wired.com

Can a supplier of a product limit how you use that product? That is the basic question in my opinion in this case. ATT and T-Mobile have placed restrictions on products by requiring a service contract that allows use of a product only on their network. What about other products?

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.

WiFi A Free Lunch or Pay as you go?

May 28, 2008

Bye Bye, WiFi? Local Governments Abandoning Network Plans | www.technewsworld.com

The concept of a free WiFi is nice but should we as a society back this concept or take it in stride as we do the cost of telecom and other forms of communications? Has the concept of free WiFi ended?

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 takes a very big legal gamble? This could be a landmark case.

May 19, 2008

Apple files suit over unauthorized iPod accessories | www.ipodnn.com

What if Apple losses? What will happen to one of its core revenue makers? What if Apple wins? Who else wins and loses?

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.

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?

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.

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.

James "Jim" Cantore, President & Chief Analyst

James "Jim" CantorePresident & Chief AnalystJLC Associates 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.

If We Build It, A 450 mm Wafer Fab, Will Customers Come?

May 7, 2008

Will industry build 450-mm fabs? | www.eetimes.com

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

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.

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.

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.

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/

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 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.

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.

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.

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