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Groeiaandeel TomTom (30 euro) met dividend

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''Change everything but your wife and children.''

''must start anew to reach loftier goals and ideals.''

Kan TomTom voorbeeld aan nemen !

Bestaat kans dat TomTom het pleegkind wordt van Samsung:

South Korea's Samsung is uneasy in the lead

Lee Kun-hee, the man who built the most successful, most admired and most feared business in Asia — a $288 billion behemoth that is among the most profitable in the world — had a message for his employees this year: You must do better.

At other companies, congratulations might have been in order. His companies were headed to another extraordinary year.

But this was Samsung, the South Korean industrial group that Mr. Lee, an elfin man with a stubborn will, transformed from a second-rate maker of household appliances into a conglomerate with a flagship electronics business that has left most rivals eating its silicon dust.

There would be no pat on the back for Samsung's 470,000 employees. Instead, in June, he sent a company-wide email sternly urging them to raise their game.

''As we move forward, we must resist complacency and thoughts of being good enough, as these will prevent us from becoming better,'' Mr. Lee, who is 71, wrote. Samsung's management, he said, ''must start anew to reach loftier goals and ideals.''

Two decades earlier, having taken over the company from his father, Mr. Lee met with dozens of his executives and gave them a similar order, one that remains embedded in company lore: ''Change everything but your wife and children.''

Technology analysts and consumers often compare Samsung to Apple. But the elephant in the room in any discussion of the Korean giant is another American technology company: Google.

The vast majority of Samsung's phones run on Android, Google's operating system.

Together, Samsung and Google have quickly taken over the global smartphone market. In the third quarter of the year, Android was installed on 81 percent of the mobile phones shipped worldwide, according to IDC, a research firm. That compared with 12.9 percent for Apple's iOS and 3.6 percent for Windows, the nearest rivals.

''Google created a product that helped Samsung make more money than all of Google,'' said Horace Dediu, an independent analyst in Helsinki, Finland.

That has been great for Samsung so far, but the downside is that the company has become more and more reliant on Google's software. As Samsung rode to the top of the mobile phone industry strapped to Android, the company sacrificed a degree of control over its mobile destiny.

More and more, smartphone hardware looks similar -- glass touch screen, nice camera, a few buttons. That has often made the mobile operating system, apps and services -- along with ''soft'' elements of the hardware, like the design and the user experience -- the more important distinguishing factors.

''When someone buys our handset, we want them to be interested in the whole experience,'' said Hong Won-pyo, president of the Media Solution Center, the content and services arm of Samsung Electronics.

''Combining excellent hardware innovation and software innovation -- when you combine them neatly, the value will be maximized and the consumer will appreciate our products because we integrated them.''

The combination of seamless hardware and software has been a crucial part of Apple's success. Once a user is dialed into Apple's system, it is hard to leave it for something else. Switching to an Android phone from an iPhone results in losing access to Apple's exclusive software, like its free text-messaging service, iMessage, or the plethora of third-party apps made only for iPhones.

This gives Apple the advantage of what some analysts call ''lock-in'' -- an advantage that Samsung doesn't enjoy with Android, because Samsung users can always switch to another Android phone, like one made by Motorola, and get many of the same features.

For several years, Samsung has been conducting research on mobile operating systems. Last year, Samsung merged that work with an industry project called Tizen, whose partners include Intel and other technology and telecommunications companies. Samsung is expected to introduce phones running the Tizen operating system soon, in partnership with mobile operators like NTT Docomo of Japan.

While there has been speculation that Samsung's alliance with Tizen is a move to distance itself from Google, the company says it is merely trying to provide consumers with a range of alternatives.

''I don't think they can be a dominant smartphone operating system in the near term,'' said a former Samsung executive who insisted on anonymity to protect business relationships. ''But it's an important step for Samsung to take at the moment. If they want a new success story, they will have to focus on the software side of things.''

www.cnbc.com/id/101273782
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quote:

inspirator schreef op 16 december 2013 01:07:

TomTom cruciaal voor Apple in 2014:

Apple iOS7 beta likely to drive your car,

may launch in 2014.

www.thenewstribe.com/2013/12/16/apple...
Mag TomTom wel snel met een bluetooth variant van hun LINK-modules komen. In nieuwe wagens zullen de modernere producenten dat wel zelf gaan inbouwen, maar er lijkt ook een flinke retrofit markt aan te komen als dit doorzet
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Apple needs TomTom to rule the world.

Control the transportation network

Step three: Control the transportation network
Controlling information was the easy part, relatively speaking. But Google can’t truly rule the world if all it does is rule the online part of it. The self-driving car is a major step forward — controlling the underlying technology of our transportation network gives Big G control of the flow of people goods from one place to another. While we might use Google Maps to get from here to there, most of us aren’t spending that driving time surfing the Internet or looking up new information with Google’s search engine. All our time on the roads really adds up, too — sitting in traffic alone wastes an estimated 5.5 billion hours a year for American commuters (that’s nearly 18 hours wasted for every single person in the country), and the average commuter burns up more than 100 hours a year getting from place to place.


Source: Zack Sheppard via Flickr.

Much of our wasted time in traffic is the result of human error. Accidents are almost entirely the result of driver mistakes, and that adds up to millions and millions of crashes every year around the world. Even our response to these accidents causes more wasted time on the road — when one person slows down to gawk at something, it causes a “standing wave” that eventually affects drivers hundreds or thousands of vehicles behind, as driver after driver has to slow down in turn to compensate. Eliminating the human weak point in the transportation network would likely save the world trillions of dollars in productivity and health-care costs every year. What would you do with all that extra time afforded by an automated commute? You might just wind up on Google, searching for more information. Once a Google-enabled driverless transportation network takes hold, Google will have its hands on three vital parts of our daily lives, but millions of us will still be stuck doing menial tasks once our driverless cars get us where we need to be. That’s where Google’s latest acquisition comes in.

www.nextiphonenews.com/2013/12/google...

DF ga maar alvast je kunstje oefenen.

TomTom 30 euro per aandeel.
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It will be Apple and its partners (lees TomTom) -- not Google -- selling most of the ads that appear next to their maps.

In October 2012, 71% of iPhone users in the U.K. used Google Maps for navigation, according to ComScore data , which was reported by the U.K.'s Guardian newspaper.

But by September of this year, more than two-thirds of iPhone users there had switched to using Apple's own map app.

Apple now controls 60% of the iPhone mapping software market, while Google's share on that device in the U.K. has fallen to less than 20%.

The trend mirrors one reported last month, which showed Google lost more than 20 million map users in the U.S.

Apple was able to take massive market share not by out-engineering the Internet search giant. The first version of Apple's product drew so many complaints that it help cost the top Apple executive in charge of mobile software his job.

No, the iconic tech giant won the battle simply by making its own software the default choice on its own phone, a move that required only a minor change in a small amount of computer code.

But the change is significant in the mobile ad market.

Now, whenever locals or tourist visitors use an iPhone to navigate anywhere from Buckingham Palace to Stonehenge, it will be Apple and its partners -- not Google -- selling most of the ads that appear next to their maps. (continued...)

www.cio-today.com/story.xhtml?story_i...
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quote:

inspirator schreef op 15 december 2013 19:01:

''Change everything but your wife and children.''

''must start anew to reach loftier goals and ideals.''

Kan TomTom voorbeeld aan nemen !

Bestaat kans dat TomTom het pleegkind wordt van Samsung:

South Korea's Samsung is uneasy in the lead

Lee Kun-hee, the man who built the most successful, most admired and most feared business in Asia — a $288 billion behemoth that is among the most profitable in the world — had a message for his employees this year: You must do better.

At other companies, congratulations might have been in order. His companies were headed to another extraordinary year.

But this was Samsung, the South Korean industrial group that Mr. Lee, an elfin man with a stubborn will, transformed from a second-rate maker of household appliances into a conglomerate with a flagship electronics business that has left most rivals eating its silicon dust.

There would be no pat on the back for Samsung's 470,000 employees. Instead, in June, he sent a company-wide email sternly urging them to raise their game.

''As we move forward, we must resist complacency and thoughts of being good enough, as these will prevent us from becoming better,'' Mr. Lee, who is 71, wrote. Samsung's management, he said, ''must start anew to reach loftier goals and ideals.''

Two decades earlier, having taken over the company from his father, Mr. Lee met with dozens of his executives and gave them a similar order, one that remains embedded in company lore: ''Change everything but your wife and children.''

Technology analysts and consumers often compare Samsung to Apple. But the elephant in the room in any discussion of the Korean giant is another American technology company: Google.

The vast majority of Samsung's phones run on Android, Google's operating system.

Together, Samsung and Google have quickly taken over the global smartphone market. In the third quarter of the year, Android was installed on 81 percent of the mobile phones shipped worldwide, according to IDC, a research firm. That compared with 12.9 percent for Apple's iOS and 3.6 percent for Windows, the nearest rivals.

''Google created a product that helped Samsung make more money than all of Google,'' said Horace Dediu, an independent analyst in Helsinki, Finland.

That has been great for Samsung so far, but the downside is that the company has become more and more reliant on Google's software. As Samsung rode to the top of the mobile phone industry strapped to Android, the company sacrificed a degree of control over its mobile destiny.

More and more, smartphone hardware looks similar -- glass touch screen, nice camera, a few buttons. That has often made the mobile operating system, apps and services -- along with ''soft'' elements of the hardware, like the design and the user experience -- the more important distinguishing factors.

''When someone buys our handset, we want them to be interested in the whole experience,'' said Hong Won-pyo, president of the Media Solution Center, the content and services arm of Samsung Electronics.

''Combining excellent hardware innovation and software innovation -- when you combine them neatly, the value will be maximized and the consumer will appreciate our products because we integrated them.''

The combination of seamless hardware and software has been a crucial part of Apple's success. Once a user is dialed into Apple's system, it is hard to leave it for something else. Switching to an Android phone from an iPhone results in losing access to Apple's exclusive software, like its free text-messaging service, iMessage, or the plethora of third-party apps made only for iPhones.

This gives Apple the advantage of what some analysts call ''lock-in'' -- an advantage that Samsung doesn't enjoy with Android, because Samsung users can always switch to another Android phone, like one made by Motorola, and get many of the same features.

For several years, Samsung has been conducting research on mobile operating systems. Last year, Samsung merged that work with an industry project called Tizen, whose partners include Intel and other technology and telecommunications companies. Samsung is expected to introduce phones running the Tizen operating system soon, in partnership with mobile operators like NTT Docomo of Japan.

While there has been speculation that Samsung's alliance with Tizen is a move to distance itself from Google, the company says it is merely trying to provide consumers with a range of alternatives.

''I don't think they can be a dominant smartphone operating system in the near term,'' said a former Samsung executive who insisted on anonymity to protect business relationships. ''But it's an important step for Samsung to take at the moment. If they want a new success story, they will have to focus on the software side of things.''

www.cnbc.com/id/101273782
Of is Samsung aan het harken.
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De signalen wijzen steeds meer op beursexit:

- geen aandacht voor aandeelhouderswaarde
- pr machine TomTom slaapt

Potentiele waarde TomTom is echter 30 euro per aandeel.

Nu voor een appel en ei TomTom uitkopen.
Binnen 2 jaar hoofdprijs ontvangen van Apple.

Executiewinst voor grootaandeelhouders is 5,5 miljard euro.

familie Goddijn stijgt met stip naar nr 1 positie op Quote500.

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Profitmaker heeft aandelen Ordina gekocht... Geert Schaaij zit zaterdag weer bij Harry Mens en ook medewerkers en beursgenoten/Renda bezitten zelf aandelen Ordina

Dan weet ik genoeg! :-)
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Profitmaker is met een doorzichtig trucje bezig wat totaal niet wordt gewaardeerd op dit forum. Profitmaker kan beter zich zelf toespreken op het o zo drukke Ordina Forum. Dag Profitmaker!
hvasd2
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quote:

xynix schreef op 17 december 2013 13:55:

Profitmaker is met een doorzichtig trucje bezig wat totaal niet wordt gewaardeerd op dit forum. Profitmaker kan beter zich zelf toespreken op het o zo drukke Ordina Forum. Dag Profitmaker!
Het is iid dringen daar om je zegje te mogen doen ;-)
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DF ga maar alvast je kunstje oefenen.

TomTom 30 euro per aandeel.

Ik ben er klaar voor!
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inspirator schreef op 17 december 2013 09:43:

De signalen wijzen steeds meer op beursexit:

- geen aandacht voor aandeelhouderswaarde
- pr machine TomTom slaapt

Potentiele waarde TomTom is echter 30 euro per aandeel.

Nu voor een appel en ei TomTom uitkopen.
Binnen 2 jaar hoofdprijs ontvangen van Apple.

Executiewinst voor grootaandeelhouders is 5,5 miljard euro.

familie Goddijn stijgt met stip naar nr 1 positie op Quote500.

Een smerige delisting tegen een prikkie van €6-€8 door exit-boeven en hun dirty bank is op de huidige bodemkoers nog steeds een groot gevaar.

Na de publicatie van de Q4-cijfers op 11 februari 2014 zie ik die mogelijkheid snel verdwijnen. De cijfers gaan vanaf 2014 vanzelf spreken.

Het wordt echter wel tijd voor actie vanuit de aandeelhouders want zoals het nu gaat qua communicatie kan het niet langer.

€30 is inderdaad zo'n beetje de reële waarde op dit moment.
Licensing (kaarten + services) is minimaal €15-€20 waard.
Business Solutions minimaal €4-€5.
Consumer minimaal €5-€6.
Automotive minimaal €3-€4.
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quote:

inspirator schreef op 17 december 2013 09:43:

De signalen wijzen steeds meer op beursexit:

- geen aandacht voor aandeelhouderswaarde
- pr machine TomTom slaapt

Potentiele waarde TomTom is echter 30 euro per aandeel.

Nu voor een appel en ei TomTom uitkopen.
Binnen 2 jaar hoofdprijs ontvangen van Apple.

Executiewinst voor grootaandeelhouders is 5,5 miljard euro.

familie Goddijn stijgt met stip naar nr 1 positie op Quote500.

vind dat je nu wel heel negatief doet over TT.
RESEARCH
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Ook beleggersbelangen was niet erg positief over TomTom. Ook zij merken op: TomTom weet wel steeds meer deals te sluiten die een hoger winstniveau moeten brengen, maar die zijn onvergelijkbaar met de gemiste Samsung-deal. Conclusie: TT blijft een speculatieve belegging. Het bedrijf staat op een keerpunt voor de levering van producten en diensten met een hogere marge. Dit moet zich echter nog bewijzen, bij toenemende concurrentie. Koers is recent flink gestegen. Wij blijven neutraal.

Overigens vraag ik mij af of TT wel met Samsung in zee mag gaan van Apple. Samsung en Apple zijn niet bepaald vrienden.
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ik kan wel meegaan met de opinie van beleggersbelangen...Het moet zich nog bewijzen
En de apple deal...dat is een soort black hole..geen idee wat dat nu allemaal inhoud.
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Er is GEEN gemiste Samsung deal. Was een fabeltje van Martijn den Drijver van SNS. Er is GEEN deal tussen Samsung en Nokia.
Nokia heeft dit ook toegegeven. Men gaat niet zelf voor Tizen ontwikkelen maar slechts de content beschikbaar stellen voor andere ontwikkelaars op het open source platform Tizen. Tizen is niet van Samsung maar van Linux Foundation.
TomTom zwijgt en dat deden ze ook toen men in het geheim voor Apple werkten aan de voorbereiding van Apple Maps.

Overigens betreft het een deal voor Tizen. Aangezien TomTom al een aantal jaar samenwerkt met Samsung is de kans groot dat ze ook al een jaar in het geheim voor Samsung werken aan de ontwikkeling van MapZen (=Samsung Maps voor Tizen).
Tizen telefoons zijn er nog niet; het moet zich nog gaan bewijzen. Vermoedelijk weten we in Q1-2014 meer.

Het zou zeer vreemd zijn dat Apple een dergelijke deal kan blokkeren. Dan zou Microsoft dat ook kunnen voor de Nokia-kaarten. Lijkt me niet erg logisch als je licenties verkoopt van je kaarten en ook niet kunnen i.v.m. mededingingsautoriteiten. En hoe zouden autofabrikanten dan aan hun kaarten moeten komen als concurrentie wordt uitgesloten? Er zijn daar slechts 2 partijen die kaarten leveren; Nokia-Here en TomTom.

RESEARCH
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Ik weet ook wel dat het nog niet zeker is dat er geen deal is met Samsung, echter de markt geeft het anders weer en niet alleen SNS.
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Ik heb in beleggersbelangen de laatste paar keer nix over TT gelezen.

(en als ze er wel iets over schrijven, snappen ze er doorgaans weinig van, dus geen gemis)
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