GLG News by GPS Controller Experts
Analysis of:
Early teardown: iPhone 3G could cost Apple as little as $100 (apple20.blogs.fortune.cnn.com)
The semiconductor and other component's margin would be lower.
Analysis of:
Codeless and Semi-Codeless Access to the Global Positioning (edocket.access.gpo.gov)
The DoD's proposal would essentially obsolete legacy high-end GPS receivers after Dec. 31, 2020. The DoD estimates there are approximately 250,000 of these in use today. The replacement cost of each receiver is $10-20,000 each. This action introduces uncertainty into the high-precision GPS...
Analysis of:
Sears Loses Out To Costco And Big Lots (www.forbes.com)
Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere...
Analysis of:
SiRF Lowers Q1 Rev Outlook; to Cut 7pct Jobs (www.reuters.com)
With the introduction of Prima, SiRF is going toe-to-toe with some of the biggest names in the semiconductor industry. Will they be able to achieve the costs necessary to compete.
Analysis of:
Review: Nokia E90 Communicator Acts Like a Laptop, Makes Calls Like a Phone (blog.wired.com)
Nokia communicators reviewed in the US is important, we've missed the point for a while here, so coverage is cool. Seeding the enterprise driven smartphone market with a real device that bridges submini notebooks and high end phones is an important door opener/wedge to get business ready to support...
Analysis of:
GPS maps out an migration path (www.eetimes.com)
GPS integration into mobile handsets will significantly increase the unit shipments for GPS. However, the form that GPS takes will determine the effective ASP of the GPS technology. Both the unit shipments and the effective ASP are key elements in determining the future of GPS technology suppliers.
Analysis of:
Google Enters the Wireless World (www.nytimes.com)
It's essential to Google that they conquer mobile despite the many concerns of wireless carriers. Wireless carriers need to get mobile data to keep growing as voice ARPU saturates but most are scared to death about being relegated to a dumb pipe like the PC Internet became. Customers and developers...
Analysis of:
Nokia to buy Navteq for $8.1b, Take on TomTom (www.bloomberg.com)
Nokia has recognized that terminal products are more than phones since they provide the user's personal access point to all services. To speed time to market for consistent services via Nokia terminals, there is a need for presence in multiple levels of the value chain. This move...
Analysis of:
WiMAX World USA 2007 Draws Record Breaking Number of Attendees, Sponsors and Exhibitors (home.businesswire.com)
WiMAX news and progress was so huge this year, 3GPP/LTE is no where insight as yet. QCOM UMB folks here were talking at WiMAX World that UMB is a solution to 4G/IMT Advance when they have no WiMAX hooks to offer to their UMB radio or 3g DOrA radios. WiMAX may help solves 3G coverage especially...
Analysis of:
Chipset vendors jostle for position in WiMAX handsets (www.wimaxtrends.com)
1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money...
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