GLG News by Hand-held and Vehicle GPS Device Experts
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June 11, 2008High-end GPS equipment (approx. 250,000 receivers) will become obsolete.
Analysis of: Codeless and Semi-Codeless Access to the Global Positioning | edocket.access.gpo.gov
Author: Eric Gakstatter, Principal, Discovery Management Group, Llc
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...
April 7, 2008Navigating Into Strong Competition
Analysis of: SiRF Lowers Q1 Rev Outlook; to Cut 7pct Jobs | www.reuters.com
Author: Tim Jackson, President, Wuh-sup? LLC
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.
March 3, 2008
Xbox sales tumble down
Analysis of: Microsoft to Stop Making HD DVD Players for Xbox | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: Microsoft to Stop Making HD DVD Players for Xbox | www.nytimes.com
Author: GLG Expert Contributor
Pricing of Xbox will start to tumple down now that Blu-Ray is the adopted standard. Many OEM's are returning stocks to suppliers as demand has drastically declined. Sony will now increase production of PS3 + range.
January 10, 2008Where is GPS going in the handset market?
Analysis of: GPS maps out an migration path | www.eetimes.com
Author: Tim Jackson, President, Wuh-sup? LLC
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.
October 7, 2007
Analyzing the Impact of Nokia’s Acquisition of NAVTEQ: what it means for Navigation, Mobile 2.0 and the GeoWeb
Analysis of: Nokia Does a Map Deal, Signaling Strategic Bet | www.nytimes.com
Author: GLG Expert Contributor
Analysis of: Nokia Does a Map Deal, Signaling Strategic Bet | www.nytimes.com
Author: GLG Expert Contributor
1) Portable Navigation Device makers such as Garmin, Magellan and Mio face a set of strategic choices to avoid the fate of the PDA and instead to evolve like the iPod/iPhone. 2) Internet players have implicitly indicated that the desktop local search business is not yet mature to the point of making...
October 2, 2007
Nokia Enhancing Service Value of its Terminal Products via Navteq Acquisition
Analysis of: Nokia to buy Navteq for $8.1b, Take on TomTom | www.bloomberg.com
Author: GLG Expert Contributor
Analysis of: Nokia to buy Navteq for $8.1b, Take on TomTom | www.bloomberg.com
Author: GLG Expert Contributor
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...
September 21, 2007Price CE Products Correctly The First Time
Analysis of: Steve Jobs Offers Rare Apology, Credit for iPhone | online.wsj.com
Author: David Montgomery, President, GPS-Buddy-Americas Inc.
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...
September 12, 2007Evolution of the PND Market
Analysis of: Navigation makers vie to stand out in a crowd | today.reuters.com
Author: Tim Jackson, President, Wuh-sup? LLC
With volumes increasing, competition is likely to increase How will the PND market evolve and compete against other portable devices
August 31, 2007Is Nokia a Threat in the PND Market?
Analysis of: Nokia 500 Auto Navigation: Just Don't Call it a Phone | blog.wired.com
Author: Tim Jackson, President, Wuh-sup? LLC
* Is Nokia's brand strength enough to make it competitive in the PND space? * Beside brand, what value will they bring?
August 21, 2007
Brazil’s Supplier Management Dilemma.
Analysis of: BRAZIL’S RECORD-BREAKING AUTOMOBILE DEMAND: CAN SUPPLY KEEP PACE? | tendencias.infoamericas.com
Author: GLG Expert Contributor
Analysis of: BRAZIL’S RECORD-BREAKING AUTOMOBILE DEMAND: CAN SUPPLY KEEP PACE? | tendencias.infoamericas.com
Author: GLG Expert Contributor
After some 10 years of painfully slow growth and inflation, Brazil is seeing an unexpected revival. Is this growth sustainable? What about the complete supply chain? Will Tier2s and 3s be able to cope with this increased demand?
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