GISJim

Why Microsoft Should Enter the GPS Space

Your position on TeleAtlas and Navteq are totally off base. They are not commodities they are plants. It is more like an automaker buying the steel mill so they can get the products they want from the plant and sell the excess to the market. This may or not make sense as a business decision, Im just a techie in the industry.
I see them being able to leverage the production facilities to generate a more advanced feature set for themselves and sell less advanced sets to everyone else.