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.

Slowdown in Handset, Slowdown in Network Revenue.

December 4, 2008

Economic crisis spurs mobile device shipment contraction in '09 | www.echannelline.com

If handset sales slow down, two things happen, first the hardware manufacturers slow down, but also the revenue stream to the telecoms. If people are not moving up in handsets, they are also not moving up in usage of special expensive add-ons in service.

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.

Analysts don't understand Apple.

December 1, 2008

Analysts express unease with Apple's Black Friday | www.macnn.com

Analysts keep putting Apple in the same boat as other manufacturers and don't want to realize you can't. Apple is a unique company and has to be viewed differently.

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.

Buying Dell not in the Apple scope of things.

November 25, 2008

Why Apple Should Buy Dell | lowendmac.com

It makes sense to buy Dell if Apple were any other computer company other than Apple. Look at market share, and ability to expand into markets where it is weak, but Its not in the cards.

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.

Kentucky vs the Internet in a new Legal Battle

November 12, 2008

Kentucky's Legal Bet: A Case of Pushing the States' Rights Envelope | www.ecommercetimes.com

While Kentucky is concerned about the loss of revenue, but the suit opens Pandora's box on the entire structure of the internet and freedom of speech.

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 laptop slow down?

November 11, 2008

Apple and Asustek reduce notebook outsourcing by 20-30% in 4Q08, says paper | www.digitimes.com

A slowdown may have already been factored into the 50% drop in Apple stock value. Is it real and could it go down some more? Also see: DRAM contract quotes drop another 10% for 1H November http://www.digitimes.com/news/a20081110PD213.html Taiwan PSU makers saw on-month drop in October http://www.digitimes.com/news/a20081110PD208.html VIS sees revenues decline in October http://www.digitimes.com/news/a20081110PD216.html LCD panel makers may suspend operations at some fabs, paper says http://www.digitimes.com/news/a20081110PB201.html Despite grim holiday outlook, 33% of buyers looking at Apple http://arstechnica.com/journals/apple.ars/2008/11/10/despite-grim-holiday-outlook-33-of-buyers-looking-at-apple

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.

I will have some Apple Chips with that iPhone

November 7, 2008

Apple's Furiously Fast Future | www.technewsworld.com

Also see Is Apple getting into the chip business? http://www.marketwatch.com/news/story/Apples-spat-IBM-may-mean/story.aspx?guid={8C8EBB0E-DB0F-4EAD-BFE4-8F605E8499C2} Will this allow Apple to be even more different in its product lines and did the Intel CPUs cause Jobs to move in this direction? Will Apple products be Apple only once again?

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.

Windows 7 - get ready to spend lots of upgrade money.

November 4, 2008

Windows 7 Upgrade Chaos Looms | www.informationweek.com

Many business have held on to Windows XP for two reasons, the first was the instability of Vista and the second was to avoid the high cost of upgrades to be compatible. With Windows 7 they are going to be force in many cases to move up.

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.

Circuit City will it follow Comp USA?

November 3, 2008

UPDATED: Breaking: Circuit City Closing 155 Stores | consumerist.com

At 8sm on 11/03/2008 CC will announce the closing of 155 Stores, will be this be enough to save the company or is it the start of a slide out of business?

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.

Is AT&T dependent on Apple too much?

October 28, 2008

How AT&T Became Apple's Lap Dog | blog.wired.com

Apple and AT&T in two years will have to renew their contract, what if they don't.

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 Lower Prices - You have the wrong Company.

October 20, 2008

Apple: New MacBooks, Same Old Prices | www.businessweek.com

Apple does not lower prices, it instead increases capabilities and functions. That way it always keeps its margins the same and its method of business the same.

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