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Technology Stocks : NVT - Source of GPS Software, Data, and Maps
NVT 19.33-1.5%Oct 8 2:32 PM EST

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To: tech101 who wrote (196)11/7/2007 2:16:37 PM
From: jmiller099  Read Replies (3) of 211
I strongly disagree with the author that Navteq's business is headed towards commodity. It isn't a business that can crop up overnight with minimal funding like a Web2.0.

Whoever wants to enter navigation services will have to license from Nokia or Tom Tom, if they set it up that way. Alternatively, if they're big or assume they will be big, they may save on licensing costs by taking a huge upfront hit in costs and time in generating the data themselves.

The only other way I could see is Google setting up a consortium of open source types to each individually contribute, aggregate the data, and ensure a strict wiki-like environment to try and control data integrity.

I strongly wish NOK didn't buy NVT.
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