SmartNano schreef op 9 november 2012 15:08:
AutoNavi Q3 Earnings Preview: Mobile/LBS In Focus; Attractive Takeover Target
Three potential acquirers are Tencent, Baidu (BIDU), and Qihoo (QIHU), because these companies all lack clear leadership in mobile internet and mobile monetization.
By acquiring AutoNavi, these companies can:
Establish a strong presence in mobile devices. I note that AutoNavi is preinstalled in models from over 30 handset OEMs, including Apple (AAPL) and Samsung
Create stronger user stickiness for their search engines by embedding the engines into the map application so users can search for local businesses, places of interest, etc. (This is especially attractive to Qihoo and Tencent, which are both looking to scale their search services, whereas Baidu could use AutoNavi to strengthen its position in mobile traffic and map)
Explore new mobile monetization methods (eg. Pay-for-call)
seekingalpha.com/article/992881-auton...