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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
navteq
Indian GIS Market Heats Up
We’ve been talking about the US / European GIS / GPS companies, which have been hot and busy with major M&A deals: * Navteq : Bright Future if Managed Well * Place and Location Services Growth Fuels Navteq * Tom Tom + Tele Atlas: Perfect Match * Trimble’s Compelling Growth Strategy * Garmin Looks Great,
Taking Stock
Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale
Nokia Buys Navteq, “Place” Becomes Key
I had written earlier about Navteq (Navteq: Bright Future If Managed well and Place and Location Services Growth Fuels Navteq). Well, this morning, Nokia is announcing that they are acquiring Navteq for $8.1 Billion in cash. Navteq’s stock had risen steadily recently upon acquisition speculation. Since I last wrote about Navteq on August 2, the
Web 3.0 = (4C + P + VS) + Place
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
Garmin Looks Great, But …
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
It’s About Place (Part 6)
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,
Tom Tom + Tele Atlas: Perfect Match
If there is ever a perfect marriage, this could be it. Tom Tom’s (AMS: TOM2) planned acquisition of Tele Atlas (AMS: TA) is perfect in more senses than one. For one thing, both are Dutch companies, with synergistic businesses, and a merger integration will be dramatically easier based on that reason alone. But of course,
Place and Location Services Growth Fuels Navteq
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
