These two beauties are no strangers to my blog. I love both companies, but you CAN’T and SHOULD NOT chase. Today on Wallstrip, we take a look at Garmin and Navteq.
A few things I noticed from today’s show:
1. Nobody really owns GPS units and few people have heard of Garmin or Navteq.
2. Everyone will…soon
3. Lindsay looks great in Lycra
The fact that Garmin has grown to a $20 billion market cap will mean that the big boys will come to share at the trough. Garmin’s stakes have risen. A slip up will be costly. Navteq is in a better situation as many companies must be eying them.
It’s product’s like the Garmin Forerunner that Lindsay is wearing in the show, that give Garmin the early lead. Bijan had a great review of the product last month .
The end game will be decided by FASHION over technology so look for Apple to be a major player in the space before all is said and done.
Finally, Brian takes a look at the technical picture: