Garmin Ltd. (GRMN)

All Comments on GRMN

  • commenter
    Econ Minor
    Sep 14 09:43 AM
    Garmin: Navigating to Nowhere [view article]
    Just another hedge-fund mentality guy trying to support his short position. Reply
  • commenter
    Sudo Nim
    Sep 14 03:36 AM
    Garmin: Navigating to Nowhere [view article]
    1. Who cares?
    2. Haven't we seen enough of these articles saying the same thing?
    3. This may have been a good, earth shattering, article in September 2007. It's yesterday's news. Thanks for regurgitating this nonsense we've seen countless other times.
    4. I, on the other hand, I think, however, I, however, according to me, I think that, however, on the other hand, pizza.
    5. "valuable assets, i.e. the maps" HA! Because Tele Atlas has been SOO profitable the past few years... What a bargain Tom Tom got with the TA acquisition...
    6. "Garmin may be coming close to a saturation point" - This is a joke, right?
    7. "I’m not sure if Garmin will ever find its way again" SO CLEVER! I see what you're doing with the pun and it is just magnificent. If I had three thumbs, they would all be up.
    8. Good luck!     Reply
  • commenter
    chano
    Sep 13 02:35 PM
    Don't Close the Line on Nokia Just Yet [view article]
    Err. I am an outright Apple fanboy since 1978 and I don't live in the USA thanks.
    Nokia is a great company in its way but how can you compare Symbian with OSX when Nokia beds with others eg first with Linux and now MS?
    If they want to thrive in the future, and to be sure the market is large enough to support more than one winner, they have got to understand that what used to be good enough (pre iPhone) just won't cut it in the future. Their problem is similar to the dilemma that MS faces. IT will take the best part of a decade for any player to catch up with OS X and where will the Apple ecosystem be by that time. 7 years ago there was no iPod. A year + ago there was no iPhone. Whither next in the years to come?     Reply
  • commenter
    Brewer
    Sep 12 10:53 PM
    Don't Close the Line on Nokia Just Yet [view article]
    Going forward, Nokia simply can't compete. For now, they have a sizable slice of the old smartphone market in the global market where the iPhone only entered 3 months ago. iPhone is a game changing device, it's not simply a phone with some hobbled internet features cobbled onto it. Reply
  • commenter
    KenC
    Sep 12 10:48 PM
    Don't Close the Line on Nokia Just Yet [view article]
    Dude, when you start a piece with, "I consider myself pretty knowledgeable when it comes to emerging trends in tech.", you are just asking for trouble. I mean, don't pat yourself on the back with your first sentence! Pat yourself on the back, when you have some evidence in hand of your ability to forecast emerging trends!

    Like write a piece on emerging smartphone trends, and then in 6 months when your points come true, then you can pat yourself on the back, and link to what you had written previously. Then you look smart.

    Then you said, "The problem is that companies like Apple and RIM are selling their phones at break-even prices for the shear purpose of snatching market share from Nokia, which announced that it would not stoop to their level." Where is the evidence that Apple and RIM are selling their phones at "break-even prices"? Have you looked at their margins? Nokia didn't mention any companies by name, and the odd thing is that Nokia is the company that has been gaining market share by flooding developing markets with low prices. Besides, what I've heard is the Nokia comments were referring to Sony Ericcson, not Apple or RIM.

    Then you said, "This aggressive approach from its competitors cannot last long and is purely a marketing scheme that will end." Please explain. How do you know that this is a marketing scheme that will not last long, if you don't even know who Nokia are talking about? We KNOW that Apple can't be the one, since they are making great margins on their product, so they can continue ad nauseum. I don't think anyone following RIM thinks their company is selling product at "break-even" so tell us, who is?

    Then you said ,"Nokia’s new Symbian operating system is on par with the iPhone and Android, and will be able to compete with the best of them." How do you know Symbian is on par with OS X and Android? You do realize that Symbian is NOT "new". And, if Symbian were so great, why then, did they use Linux in their handheld device the N800 and N810? One would think that it would be an ideal platform for the power of Symbian if it were "on par" with OS X or Android.

    Now, I can't say whether Nokia is a good buy or not, superficially it looks good to me, but your above reasoning for doing so, is sorely lacking in due diligence.     Reply
  • commenter
    jack dee
    Sep 12 01:53 PM
    Don't Close the Line on Nokia Just Yet [view article]
    Nok , does not have shot a getting a slice of the smart phone market ????

    Are you insane? NOK has a huge slice. Apple will not rule the phone market, there are too many players too many plans and not nearly enough Apple Fanboys outside of the USA.     Reply
  • commenter
    Brewer
    Sep 12 11:25 AM
    Don't Close the Line on Nokia Just Yet [view article]
    He says: "companies like Apple and RIM are selling their phones at break-even prices for the shear purpose of snatching market share from Nokia"

    Buzzzzz, guess again, thanks for playing. The iPhone price is what the CONSUMER pays. AT&T wisely is willing to pay a huge percentage of the actual price of the phone. It's bringing them customers in droves.

    Apple gets somewhere around $500-$600 per iPhone.

    Nokia has none, (that is zero) shot at the smart phone market (which really should be called the iPhone market at this point since there are no legitimate competitors and no other company even has any hope of getting there in the next 2-3 years.

    Nokia might have good business in the next several years making phones, but there is no way they can make an iPhone like device, they have no experience making computers and iPhone is more computer than phone.     Reply
  • commenter
    Jon T
    Sep 12 08:57 AM
    Don't Close the Line on Nokia Just Yet [view article]
    He says: "companies like Apple and RIM are selling their phones at break-even prices for the shear purpose of snatching market share from Nokia"

    Are you nuts? Have you not seen the queue's of providers fighting for the rights to sell iPhone in their markets? Do you think Apple would give it away for market share in those circumstances?

    You're peddling snake oil...     Reply
  • commenter
    Michael
    Andrew
    Thompson
    Sep 12 07:55 AM
    Don't Close the Line on Nokia Just Yet [view article]
    I disagree that Apple and Rimm are selling their phones at "break even prices" to gain market share. Though I completely agree with your overall opinion of NOK being WAY undervalued (I have a great many shares myself.) I must say that there are some flaws to the article with the reference to AAPL and RIMM being just one. Rather then think that Rimm is undercutting to gain market share Nokia feels just the opposite as reported in this article: www.businessweek.com/g... Also Nokia's problems with reduced market share have nothing to do with the high end phones but with low end phones that are being undercut in developing countries: www.australianit.news.... Reply
  • commenter
    Wrong
    Conclusion
    Sep 12 07:22 AM
    Don't Close the Line on Nokia Just Yet [view article]
    Let's try those two Engadget links again:

    ========
    Here's Engadget non-mobile, then mobile, for example:

    engadget.com

    mobile.engadget.com

    Sorry about that.
     Reply
  • commenter
    Wrong
    Conclusion
    Sep 12 07:20 AM
    Don't Close the Line on Nokia Just Yet [view article]
    Admob gathers statistics on MOBILE web site traffic, not regular web site traffic (mobile web sites are those with drastically reduced content - often JUST text, that fit "better" on small phone screens as well as using considerably less data transfer). Here's Engadget non-mobile, then mobile, for example:

    www.endgadget.com

    mobile.engadget.com/

    Furthermore, Admob gathers statistics ONLY for those mobile web sites carrying Admob's ads.

    Thus you're talking a small percentage of a small percentage of actual phone web site browsing from which statistics are being gathered.

    The iPhone, for example, is known for its good web browsing capability. THAT phone would be visiting NONmobile web sites while a reduced-capability phone like, say, the RAZR would be visiting MOBILE web sites.

    So drawing ANY general conclusion about phones from Admob's statistics is simply wrong.

    Period.
     Reply
  • commenter
    Pessimistic
    Optimist
    Sep 07 07:47 PM
    49 Stocks For Buffett Fans [view article]
    I am a prime example of what can happen if you are away from your computer for 1 weeks time. Out hiking with all of God's beautiful creatures and my shares of FCX had a hurrican run right through them and I am trying to muck out the aftermath. There were others that shared in this pummeling as well. I welcome, even embrace a bull run even if it's a minor bear retracement. Give me half of this weeks loss back and I will be completely happy. Use my experience as a lesson. To keep Buffet's track record in tact.. it appears to be a prudent contrarian, and totally buy into weakness. I would call this incredible weakness in many sectors. I will do this to hedge what losses I have incurred. There is my Buffet plan. Now to act on it. Reply
  • commenter
    Richard Shaw
    Sep 07 12:52 PM
    My Website
    49 Stocks For Buffett Fans [view article]
    Jeff -- note that it was Business Week magazine that selected the list of 49 stocks as Buffet-like. We just filtered the list further in terms of S&P and ValueLine opinions as to general appeal. Certainly, Buffet uses criteria and judgement in his selections that a simple 5 attribute screen cannot capture. Our intent was merely to help those who read the Business Week article by letting them know more about the stocks in the list, but not to judge the realism of Business Week's construction of the list. Reply
  • commenter
    Jeff Decker
    Sep 07 12:45 PM
    49 Stocks For Buffett Fans [view article]
    This final 13 is most un-Buffettlike. Let's begin with the obvious fact that Buffett doesn't own them.

    A core tenet of Buffett investing is "buying what one understands". He has scrupulously avoided tech stocks as being "too hard".

    He doesn't like mining because at the end, the commodidty mined is gone and shareholders are left with "the hole".

    Buffett likes stocks with a competitive moat, preferably one with "alligators in it".

    Finally, businesses should have capable, shareholder friendly boards and management. Their interests should be squarely aligned with those of shareholders.

    There are a number of fine companies on your list. Some of which I have owned, I can't see any being strong Buffett candidates.     Reply
  • commenter
    BxCapricorn
    Sep 07 12:35 PM
    49 Stocks For Buffett Fans [view article]
    As for SLB, we had a 2m barrel of oil, short-side surprise on Friday, and now another LOOP threatening hurricane entering the GOM this week. I know Bush gave the okay Wednesday to use the Strategic Oil reserves, but these delivery disruptions at some point, overwhelm our ability to subsidize. Reply
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