WayPoints Briefs 11.1

   Briefs_11.1.pdf (67 Kb)

“Despite the best efforts of remarkably talented people, most attempts to create successful new products fail. Over 60% of all new-product development efforts are scuttled before they ever reach the market. Of the 40% that do see the light of the day, 40% fail to become profitable and are withdrawn from the market. By the time you add it all up, three-quarters of the money spent in product development investment results in products that do not succeed commercially…” Clay Christiansen, Innovator’s Solution

In Waypoints 11.0 this week:

• About Change: The Change Function and Implications of the Digital Demographic Revolution

• Stocks in Focus: We apply our four step investment process to Newspapers and Satellite Navigation.

• Newspapers: Who is most vulnerable to the secular decay hitting the newspaper industry? We look at revenue mix profiles, valuation and growth estimates for six companies in the group.

• Navteq: How does satellite navigation fit into our Digital Demographic Revolution theme?  And what do we find when we dig into Navteq’s model?

• Upcoming Catalysts: Tons of earnings, but for our portfolio’s purposes, we’ll be keyed on TI, Qualcomm, Corning, and Verizon’s analyst day.

• Always-On  -  ViiVa Las Vegas. Why the Consumer Electronics Show doesn’t matter … full blog available at www.alwayson-network.com

What is Waypoints Briefs?

Waypoints is now subscription-only. We will be sending those of you who are on our original Beta list but who have not yet subscribed a quick 2-page Waypoints Briefs, which will give you a quick upshot on what’s in the current release of Waypoints.

We’d love for you to subscribe to Waypoints and join us on our journey to make sense of the sometimes overwhelming and confusing world of global tech, telecom and media.