Yes, I am a big believer that GPS devices like GRMN will be absolutely cannibalized by the Droid and other phones.
A few caveats though: the company is flush with cash, has no debt and a strong operating team. At some price, people will prefer a dedicated device, just as they do for other things, at the right price.
At $32, it is priced right for the risks ahead.
My Idea For A HUGE LEAP AND A $200 PRICE ON GRMN:
Make a 7" Garmin that does GPS, links to the phone via Bluetooth for live updates, and MOST IMPORTANTLY: becomes the screen for the phone!!! I would pay $100 for a device that served as a large screen for my phone and did dedicated GPS.
Wouldn't you?
Monday, December 14, 2009
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