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  • Sun, IBM Continue Open Standards Double-Speak [View article]
    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.
    Mar 16 18:24 pm |Rating: 0 0 |Link to Comment
  • Contradictions in the Solar Market  [View article]
    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?
    Mar 05 08:55 am |Rating: 0 0 |Link to Comment
  • Navteq: Why Not Profit From a Safe Monopoly? [View article]
    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?
    Feb 20 14:23 pm |Rating: 0 0 |Link to Comment
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