T M T » Investment http://www.shaoxuhui.com/wp Technology, Management and Toys Thu, 10 Jun 2010 03:14:57 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 NavTeq [NYSE:NVT] http://www.shaoxuhui.com/wp/archives/112 http://www.shaoxuhui.com/wp/archives/112#comments Fri, 08 Jun 2007 17:39:18 +0000 Xuhui http://www.dahuamao.com/wp/archives/112 Google map quietly added the latest enhancement from everybody’s trusted map vendor: NavTeq – the digital pictures along the road. For now, you can only see this for a few cities – San Francisco, Las Vegas, DC, etc.

I read an article about the 100 or so vans people drive around various parts of the world doing road mapping and picture taking for NavTeq. Its products and services are also used in many GPS devices and GPS equipped cell phones where it derives the most revenue.

So I thought I’d check out its stock price. Sure enough, its share price has risen in the last two weeks from $37 to above $44 before settling down with the big market to around 42.35 today. Given the craziness around mobile devices such as the hyper around iPhone and Google mobile, I think NavTeq is still a good buy.

]]> http://www.shaoxuhui.com/wp/archives/112/feed 0 Apple Stock http://www.shaoxuhui.com/wp/archives/8 http://www.shaoxuhui.com/wp/archives/8#comments Wed, 23 Mar 2005 19:36:26 +0000 Xuhui http://www.shaoxuhui.com/wp/2005/03/23/apple-stock/ Apple stock (AAPL) is at almost all-time high right now. Call me crazy but I still like it and would recommend it. It had a great run last year because of the somewhat unexpected success of the iPod mini. You don’t buy a stock based on what is already known and factored in. In this case, what I think that hasn’t been factored in are Apple’s strengh in broader computer product designs.
Apple has a 2% market share in personal computer. I think people should forget about the concept of personal computers and think about instead devices with computer in it (for example, your cell phone is actually a computer). What happened to electric motors in the turn of last century will happen to computers next. Instead of having one computer to do everything mediocrely, specialized smart devices (appliances and consumer electronics) will take over.
If you look at the synergy and buzz generated from vendors providing accessories to iPod, you can understand how to become a leader in the new $100 billion marker of consumer appliances. Look around your house and think about what Apple can do to your other appliance what it did to the CD player with iPod. For that, Microsoft, Sony, Philips, RCA and etc all have a long way to go.

]]> http://www.shaoxuhui.com/wp/archives/8/feed 0