David Keller's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/33693/comments http://seekingalpha.com/article/21622-the-short-case-on-garmin?source=feed#comment-77630 77630 Wrong. Garmin owns a great deal of the software in it's machines.
I would go so far as to say they probably own more software in their machines than any other gps device maker. AsK NVT, ask SIRF, ask TI. They know.]]> Tue, 05 Dec 2006 09:26:17 -0500 Wrong. Garmin owns a great deal of the software in it's machines.
I would go so far as to say they probably own more software in their machines than any other gps device maker. AsK NVT, ask SIRF, ask TI. They know.]]> http://seekingalpha.com/article/21622-the-short-case-on-garmin?source=feed#comment-77626 77626 Garmin has been innovating at a rapid pace successfully for over 10 years - almost six years as a public company. The pace has increased lately, if anything. It's Garmin's greatest asset, and they know it. They are flush with cash and hiring engineers by the hundreds. It is highly unlikely the pace of innovation will slow.]]> Tue, 05 Dec 2006 09:11:57 -0500 Garmin has been innovating at a rapid pace successfully for over 10 years - almost six years as a public company. The pace has increased lately, if anything. It's Garmin's greatest asset, and they know it. They are flush with cash and hiring engineers by the hundreds. It is highly unlikely the pace of innovation will slow.]]> http://seekingalpha.com/article/21622-the-short-case-on-garmin?source=feed#comment-77624 77624 Wrong. Garmin manufacturers all their own products, and nobody else's, in their half million square feet of factory in Taiwan.
This is easily verifiable & widely known. Garmin is one of the most vertically integrated electronic manufacturers in the world. I don't know about Palm, but this is just one of many examples of mistakes in this article and reasons why Palm is not a good comparable for Garmin.]]> Tue, 05 Dec 2006 09:02:58 -0500 Wrong. Garmin manufacturers all their own products, and nobody else's, in their half million square feet of factory in Taiwan.
This is easily verifiable & widely known. Garmin is one of the most vertically integrated electronic manufacturers in the world. I don't know about Palm, but this is just one of many examples of mistakes in this article and reasons why Palm is not a good comparable for Garmin.]]> http://seekingalpha.com/article/21622-the-short-case-on-garmin?source=feed#comment-77623 77623 GRMN P/E @ 26.22
"analysts . . . valuing the company's model with companies . . such as RIMM"
Huh?]]> Tue, 05 Dec 2006 08:54:59 -0500 GRMN P/E @ 26.22
"analysts . . . valuing the company's model with companies . . such as RIMM"
Huh?]]>