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1.  Re: RIP Harman pnd group 
I own 47 Garmins for my 13 boats and 17 more for my car. Why would anyone want to save money in this economy by using the less expensive options? Why would young people with smart...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   9-Feb-10 02:50 pm
 
2.  Cutting out the middle the (BKS) see Apple Ibook store. 
They are going directly to customers.
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Barnes & Noble, Inc.
  jasonpx2121   27-Jan-10 01:58 pm
 
3.  Digital Revenue Potential 
The 11th largest newspaper in the country "Newsday" on long island with a 7 million population started a for pay news web sight. After 3 months, they have 35 subscribers. Go to google.com: search...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  The New York Times Company
  jasonpx2121   27-Jan-10 08:22 am
 
4.  Re: Wonder How Short CL King Is?... 
If BKS is on the AAPL device, how would it impact BKS's sales mix? Would the stores be helped or hurt?
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Barnes & Noble, Inc.
  jasonpx2121   26-Jan-10 01:42 pm
 
5.  CNBC: Rumors False, gains faiding fast. Analyst: selling opportunity 
Will more e-readers help books stores? Is this a time to buy BKS?
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Barnes & Noble, Inc.
  jasonpx2121   26-Jan-10 01:37 pm
 
6.  Concerned About E-Reader Trend 
My research shows E-readers tend to be in the same demographic that print subscribers are in. Thus, a push here by the Times could eat into their higher margin...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  The New York Times Company
  jasonpx2121   26-Jan-10 10:05 am
 
7.  Re: How do you compete with free? 
"HIGHER-END" mostly means PDAs. PDA growth is undeniably accelerating. That argument is very weak. Why PDAs? mobile internet and e-mail save most people a lot of time they...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   21-Jan-10 11:37 am
 
8.  Re: How do you compete with free? 
Obviously I'm negative on GRMN but your right here. Nokia isn't going to have the margins. But, with their sales channels they might make up for some of the lose on volume. Either way...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   21-Jan-10 11:04 am
 
9.  Re: How do you compete with free? 
Your logical error will cost you. You will be in need of free items. Fact: PDA growth is increasing. If PDAs give navigation software to people with a "separate" charge, it will make them less likely to...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   21-Jan-10 10:52 am
 
10.  Re: How do you compete with free? 
Mike, Focus on incremental costs. Most people are buying PDAs and paying monthly fees for the A) phone B) e-mail C) internet. Anything provided to them beyond tha t...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   21-Jan-10 09:37 am
 
11.  Re: So what does this really do to Garmin? Help or Hurt 
The people who are more likely to buy a navigation device are also more likely to buy a PDA. So the customer base will shrink faster than expected. Furthermore, in order to stem the loses...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   21-Jan-10 09:33 am
 
12.  Re: How do you compete with free? 
Economics 101: If an item is provided within a product for $0.00, that is by definition free. Free means you don't pay for it. Free is the lack of a price. Free is what Nokia...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   21-Jan-10 09:29 am
 
13.  How do you compete with free? 
Any ideas?
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   21-Jan-10 08:54 am
 
14.  NYT story 
GPS mapping software has been one of the most popular applications for mobile phones and Nokia’s decision to turn it into a giveaway may complicate its own efforts to...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   21-Jan-10 08:23 am
 
15.  Re: What&&39;s Wrong with the NEW YORK TIMES 
For good reason. Most readers who have any desire to pay for the NYTs already gets it in print. If their plan succeeds they will further cut into their print base by pulling them online...
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  The New York Times Company
  jasonpx2121   20-Jan-10 03:28 pm
 
16.  Re: gotta love it... 
Can you read? Their debt levels are insane. One recession away from Chapter 11. Note: when chapter 11 occurs, stocks go to zero. Why would you invest in airlines for the long...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMR Corporation
  jasonpx2121   20-Jan-10 02:56 pm
 
17.  Re: What&&39;s everyones take on this runup we&&39;re seeing? 
Ya they make cash, it's a question of how much and for how long. Please provide a cash flow valuation. Also, they trade at 15x 2010E yet they are posting earnings declines. How does that work...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   19-Jan-10 12:00 pm
 
18.  Re: Valuation - Details and Conclusion 
Ok, even if I'm the only person in the world who believes this, I could still be right. People though John Paulson was nuts for saying the housing market would...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   19-Jan-10 11:53 am
 
19.  Valuation - Details and Conclusion 
Here is a rough estimate: 2009 Earnings should come in at around $3 per share. GRMN's EBITDA should come in at $840m EBITDA. So, next year analysts estimate that GRMN will earn $2.53 a share but to be...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   19-Jan-10 11:16 am
 
20.  Re: BofA just raised tgt Price to $43 
I wonder if B of A is looking for investment banking revenue, a sell side upgrade helps their chances. An all stock deal even? Overvalued stock is perfect for...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Garmin Ltd. (GRMN)
  jasonpx2121   19-Jan-10 10:05 am
 

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