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Technology Stocks : NVT - Source of GPS Software, Data, and Maps -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (15)	3/8/2006 5:04:06 PM
From: tech101	Respond to of 211

Finding True North By JAY PALMER, Barron's, Feb. 27, 2006 THINK BACK TO WHEN CELLPHONES, DVD players and big-screen plasma TVs became popular. In each case, when prices fell just far enough, the products moved from being the play things of wealthy early-adopters to hot-selling mass-market items. This year, there's a very good chance it will be the turn of portable satellite-based navigation devices for cars, boats and hiking trails. These gizmos, which can be held in the hand or mounted on dashboards, have been plunging in price. Many models are priced not far above $500, down from well over $1,000 a few years ago, setting the stage for a surge in demand. Industry analysts and executives figure that total sales could double this year, from more than $2 billion worldwide in 2005. That's good news for ...... The article went on to recommend GRMN - a good company but facing with fierce competitions and shrinking margin. Neverthless, in the following 8 trading days, GRMN was up about 12%. You can never underestimate the stupidity of the general public. Scott Adams (1957 - ), The Dilbert Future There are only two ways by which to rise in this world, either by one's own industry or by the stupidity of others. Jean de LaBruyere

To: Sam Citron who wrote (15)	3/11/2006 1:32:39 PM
From: tech101	Read Replies (1) \| Respond to of 211

Investing in GRMN vs NVT I like Garmin M5 but it uses its own GPS receiver chip, instead of the superior Sirf Star 3. Then I like M4, but it doesn't have Bluetooth, … GPS is quickly commoditizing and Garmin faces tens already established competitors that everyone already knows. Then, how about Sony, Samsung, and tens new comers from Asian countries? Do a comparison between the feature-rich Pharos 525 that has both Bluetooth and Wi-Fi and Asus A636, both sell at a lower price than Garmin. These products may not be house names yet, but they may eventually eat into Garmin’s meal. We haven’t being talking GPSs gears from China yet, which is buying GPS chipset from SIRF, Ublox, and probably GlobalLocate soon in millions and massively producing cheap GPS devices and could potentially take over the entire GPS hardware market. However, the maps and data from Nevteq are local services that need thousand workers who drive every day around the country to record and update every new construction, road sign, …… The high costs of high costs of collecting, filtering, and distributing data create a very high entry barrier for potential new comers, which enhances NVT's monopoly, well if you insist about Tele Atlas, duopoly. What do we have to worry? This is another presure-free stock in my opinion.