Brian Bober

Sun, IBM Continue Open Standards Double-Speak

I've been a daily or weekly SeekingAlpha reader for well over a year. Dennis makes a good point here and it is discouraging that more and more posts (especially those mentioning Apple, Microsoft, and Ebay) have these nonsensical comments.

Contradictions in the Solar Market

Dr Castellano, I read several articles that you wrote last year of production under-capacity of 71,000 MT in 2010. How much of a downturn in semiconductor manufacturing does this anticipate? How are so many additional wafers going to be available?

Navteq: Why Not Profit From a Safe Monopoly?

NVT does have a reasonably strong competitor in Tele Atlas. Granted NVT has a much larger and more accurate database. Also, Traffic.com does provide a nice moat with the US government sponsored road monitoring infrastructure, but if all these in car navigation devices start reporting back to a Google or Microsoft database you suddenly have a strong NVT competitor. The only lock-in I see is that Google, Ask, Microsoft, Yahoo, etc are programming against the NVT map data so ripping that out and using a different data source could be expensive. Will NVT ever figure out how to monetize their online map data from Google, Yahoo, etc?