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Web 3.0 = (4C + P + VS) + Place

Posted on Friday, Sep 7th

Yes, we need to add a new variable to the definition of Web 3.0, and that variable is Place. Imagine. You are on a business trip in New York, and you need to buy a gift for your 13 year old son. You need a Size 8 Nike Air Zoom, and you have exactly 30

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Garmin Looks Great, But …

Posted on Thursday, Aug 16th

Last month-end when Navteq (NYSE:NVT) reported a blistering Q2 results and subsequently started moving northward, the other notable GPS stock that too began rising was Garmin (NASDAQ: GRMN). At first this rise seemed to be a bullish sentiment working in favor of GPS stocks across the board, but it soon became clear that GRMN too

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Trimble’s Compelling Growth Strategy

Posted on Tuesday, Aug 14th

On Sunday, October 23, 2004 disaster struck the residents of Niigata Prefecture, a scenic spot in Honsh?, the largest island of Japan. Starting shortly before 6 in the evening a series of 15 earthquakes for the next 66 hours rendered more than a million people homeless, and their houses became heaps of rubble. Even as

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It’s About Place (Part 6)

Posted on Monday, Aug 13th

by Cal McElroy, Guest Author Maps, and their cousins satellite images, are getting a lot of attention these days. In the past past two weeks there have been some interesting articles in Wired, New York Times and The Province, a daily newspaper in British Columbia, Canada (that covered the GeoWeb Conference last week, in Vancouver,

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Place and Location Services Growth Fuels Navteq

Posted on Thursday, Aug 2nd

If you’re ever stuck in a big US city in never-ending traffic – which is perfectly commonplace these days – trying to figure out how soon you can reach your client’s office downtown, trust Navteq’s (NYSE: NVT) GPS maps to effortlessly guide you to your destination. Sounds too simple? The truth is it is. If

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It’s About Place (Part 3)

Posted on Wednesday, Jun 20th

by Cal McElroy, Guest Author Location is fundamental to our personal and business lives – yet it is a concept that is easily and often misunderstood. The Oxford Dictionary defines this word as “the point or extent of space that is occupied by a person, place or thing”. So a place is not a location

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Concept Arbitrage: Navteq

Posted on Thursday, Mar 8th

As I wrote the Navteq piece, it struck me that the entire address data and mapping services category is a great one for India, and ripe for a Concept Arbitrage. A personal anecdote. Every time I visit India, and I go to visit relatives in North Calcutta, I wonder how on earth would I navigate

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Navteq: Bright Future if Managed Well

Posted on Tuesday, Mar 6th

Navteq is an interesting company that “provides digital map information, and related software and services for use in various navigation, mapping, and geographic-related applications, including products and services that provide maps, driving directions, turn-by-turn route guidance, fleet management and tracking, and geographic information systems. The company offers these products and services to end users by

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