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  • Apple: 4 Potential Takeover Targets [View article]
    They should acquire their maps supplier TomTom, to improve their chances in the automotive industry. TomTom customers include French (Citroen, Renault, Peugeot) and German (Audi, Merc, BMW) carmakers. To have TomTom software developers and mapping assets on board would be very benificial for Apple's CarPlay venture. They are also the leading supplier in traffic information, including in China which is quite a big uptapped market for that kind of content and China has some highly congested urban areas.
    Aug 24, 2014. 06:21 AM | 1 Like Like |Link to Comment
  • Will BlackBerry Run Out Of Cash? [View article]
    Didn't management indicate turning to positive cashflow in 2015?
    Dec 23, 2013. 04:21 PM | 6 Likes Like |Link to Comment
  • Garmin's 45%+ Upside Potential [View article]
    With regards to your comment on TomTom's assets being mostly intangible. These consist mainly of a mapping database (one of the three global mapdatabases together with Google and Nokia). Which they licence to numerous carmanufacturers and Apple. Also traffic information is an intangible asset which is being widely used.

    Considering location based services market is growing, smartphones and apps are using location capabilities and cars are using them moreover too, I feel more comfortable with a company which wholly owns those content services. Even though they could be labelled as being 'intangible'.

    I believe there is future growth and higher margins in content and services, with fewer large competitors, except for Google. rather than hardware. Whilst in hardware you have to consider bohemoths like Samsung.
    Nov 21, 2013. 02:48 PM | Likes Like |Link to Comment
  • Nokia: Up 40%, Another 35% More To Come To Shareholders [View article]
    Elop a MSFT trojan after all.

    Interesting comment by 'troutrise'. They keep NSN and location business that accounts for R&D expenses as high as 60% of group sales. Post transaction sales will decrease by more than 50%. So R&D expenses in NSN and HERE must decrease if Nokia wants to become a profitable business.

    I wouldn't rule out HERE to be for sale as well, with more than one potential buyer. I think both Apple, Microsoft, Samsung and Facebook are in for buying Nokia HERE or TomTom.

    Which means 4 potential buyers for 2 companies with scarse mapping resources.

    TomTom might be for sale as well:
    Sep 3, 2013. 04:54 PM | 1 Like Like |Link to Comment
  • Apple Needs To Buy TomTom ASAP [View article]
    A lot of people don't know that TomTom maps were powering Google Maps, and are also part of HTC, Samsung bada and a lot of carmanufacturers (without getting people lost). Only Apple maps got people lost, because they tried to merge mapping data from different suppliers, without having the right expertise to do so.

    Which from my pov supports the case that Apple needs a few high profile acquisitions, if they want to compete with Google Maps and if they want the iOS developer community to use the Apple Maps API (with tomtom data inside) to build additional location based applications.
    Jul 30, 2013. 09:07 AM | Likes Like |Link to Comment
  • Apple Needs To Buy TomTom ASAP [View article]
    TomTom might be willing to sell its company to Apple:

    Which would be a great idea, from my pov. Location based services are very strategic. More and more marketing spend will focus on your pocket (smartphone) and direct you immediately to the nearest location to buy.

    Not only are maps strategic, mapping resources are also very scarse. Check this article from an ex Bank of America analyst:
    Jul 30, 2013. 08:58 AM | Likes Like |Link to Comment
  • Turf Wars: Apple And Google Face Off [View article]
    You say:

    "Google clearly possesses more experience when it comes to mapping with over 9 years of provision of mapping services. Google's purchase reveals that the company senses a threat to its mapping dominance on mobile platforms."

    That's why Apple should acquire ******, a mapping company since 1991. Where Google licenced it's data and learned how mapping works. It would bring Apple behind the steering wheel (in many ways, since this company also provides in-dashboard systems for numerous carmanufacturers.

    Check my article on that matter here:
    Jul 22, 2013. 09:21 AM | Likes Like |Link to Comment
  • The Perception Problem Facing BlackBerry [View article]
    I think it's not so much about 'perception' of the value.

    Some traders might even perceive BlackBerry as being undervalued, but still short it, just to profit from the negative sentiment that surrounds the stock after this earnings report. Some traders don't care about what they believe, it's what they believe other people believe. Which can lead to companies trading below liquidation value.

    I still have to dig deeper into their report. It's not just about the figures though. BBRY is a turnaround stock. They might even cease their hardware efforts and become a platform, just like Android, but then more suited for businesses and with better security.

    If you forget about the traders, I believe it's also difficult for longterm investors to value BlackBerry. As it is a company where you don't know what the longterm strategy is like.
    Jul 8, 2013. 05:59 PM | Likes Like |Link to Comment
  • Investing Opportunities In The Digital Streaming Business [View article]
    Mooi stuk!
    Jul 8, 2013. 05:38 PM | Likes Like |Link to Comment
  • Why Is The Market Not Buying Apple? [View article]
    I was impressed with all the incremental improvements at WWDC as well.

    Still I think negative sentiment is more about Apple's weakness in services. As I mention here: Something that surfaced again with the introduction of maps.

    @jdells59: if you'd really want to see Apple in cars, they need an acquisition that buys them into that market. Car manufacturers are conservative, have far longer design cycles than retail companies and are very focussed on safety and brand visibility inside their cars.

    TomTom would be my no.1 target. Which I also write about. It would enhance their entire location efforts.
    Jul 8, 2013. 05:32 PM | Likes Like |Link to Comment