GLG News by GPS Controller Experts (North America)
Analysis of:
Google at $600 a share? Yes: here’s why (mediabiz.blogs.cnnmoney.com)
Google are more than about search, that much has been clear for a while. But Google are more than applications.
Analysis of:
Steve Jobs Offers Rare Apology, Credit for iPhone (online.wsj.com)
You can't un-ring the bell! Customers who buy any new consumer electronics product know that the price will erode over some reasonable period of time. This extraordinarily fast price drop hurts all manufacturers of comsumer electronics products. Now Apple is in a quandary, they can't ever do this again...
Analysis of:
Radio Shack may dive into video games (www.dallasnews.com)
I can think of more reasons why than why not. I’m not saying Radio Shack should copy GameStop but they could clearly build on what they’ve done, and invent something even more interesting. Nintendo didn’t just take market share from Playstation and Xbox with the Wii, they expanded the market,...
Analysis of:
Apple Sets iPhone Price at $399 for this Holiday Season (www.apple.com)
BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced...
Analysis of:
Navigation makers vie to stand out in a crowd (today.reuters.com)
With volumes increasing, competition is likely to increase How will the PND market evolve and compete against other portable devices
Analysis of:
Apple stock falls after iPhone price cut (news.yahoo.com)
Is the privilege of being one of the first to get a highly anticipated, highly coveted item worth paying a premium? Going into it, many (most) would say yes. After the fact people get agitated. So Apple did something - offered an in-store credit – most would prefer cash - and even went so far...
September 7, 2007
Portable GPS sales explode and returns start to come down – a wonderful combination.
Analysis of:
Garmin, Magellan Gain Share in Q2 (www.twice.com)
Portable GPS sales explode and returns start to come down – a wonderful combination.
In Q2 the global GPS market more than doubled, and in the U.S. the mobile GPS market grew by almost 300%. As prices come down and portable GPS systems become less of a considered purchase and more of an impulse purchase, sales will continue to grow at an outstanding rate. On the flipside of this explosive...
Analysis of:
Nokia 500 Auto Navigation: Just Don't Call it a Phone (blog.wired.com)
* Is Nokia's brand strength enough to make it competitive in the PND space? * Beside brand, what value will they bring?
Analysis of:
Nokia 500 Auto Navigation: Just Don't Call it a Phone (blog.wired.com)
Nokia has expanded their GPS cell phone and GPS PDA product line to a pure Portable Navigation Device (PND). Nokia is now directly participating in the >100%/yr growth, multi-billion $PND market to vendors like Tom Tom, Garmin and Magellan as well as other consumer electronics manufacturers...
Analysis of:
TomTom to Buy Map Supplier Tele Atlas (lbs.gpsworld.com)
Will a web portal like Google or a PND provider like Garmin acquire Navteq? How are Tom Tom competitors affected? How could the GPS navigation and geo-data market change?
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