SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : NVT - Source of GPS Software, Data, and Maps
NVT 112.46+2.6%Nov 5 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: tech10111/6/2006 4:52:28 PM
   of 211
 
So what is NVT really buying?

1. Traffic.com has some "pretty" software, but there are many other "pretty" traffic displays - just watch TV in the morning.

2. Traffic.com is all about advertising revenue. You want traffic, you go here and see the ads, and click on them. There may be some other small revenue from subscribers, but that will never be much.

3. Traffic.com is also a giant traffic data processing box. It gets fed traffic data from multiple sources and spits out the "pretty" summary. The question is "how much is this worth?"

A lot of the incoming data is available free to everyone - it comes from city and state sources. However, traffic.com does have two things that have some tangible value. One is the network of road sensors, and the other is the system/staff in place to integrate the incoming traffic data.

......

There are some synergies with showing traffic data on road maps, and traffic displays will attract viewers as much as weather will.

messages.finance.yahoo.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext