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Article Title:
==============

Garmin Dominates US Market for GPS Devices - But Stock Still Takes a Big Hit

Article Description:
====================

When it comes to mapping out winners and losers in the GPS
devices marketplace, we turn to the guidance of our 15,000-member
ChangeWave research network. And what they've told us is that
Garmin (GRMN) - the top GPS manufacturer in the world - has
achieved near total domination of the U.S. marketplace.


Additional Article Information:
===============================

663 Words; formatted to 65 Characters per Line
Distribution Date and Time: 2008-05-06 11:00:00

Written By:     Jim Woods and Paul Carton
Copyright:      2008
Contact Email:  mailto:[EMAIL PROTECTED]



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Garmin Dominates US Market for GPS Devices - But Stock Still Takes a Big Hit
Copyright (c) 2008 Jim Woods and Paul Carton
ChangeWave
http://www.changewave.com



When you’re in need of directions, there’s no better device than
a GPS.

But when it comes to mapping out winners and losers in the GPS
devices marketplace, we turn to the guidance of our 15,000-member
ChangeWave research network. And what they’ve told us is that
Garmin (GRMN) - the top GPS manufacturer in the world - has
achieved near total domination of the U.S. marketplace.

During February we conducted two ChangeWave surveys on global
positioning systems - one on consumer GPS trends (n = 3,773) and
the other on corporate purchasing trends (n = 2,013). Here’s what
we found:

Consumer GPS Trends

Our February 18-25 survey of consumers who own a GPS navigation
device, shows Garmin with a 56% market share - an increase of 4
percentage points since the previous survey in January 2008.
Garmin’s percentage towers over its closest rival Magellan, which
captured only 12%.

Looking at the next 90 days, Garmin (54%; up 5-pts) remains first
on the map in terms of planned consumer purchases of GPS
navigation devices. TomTom is second with 8% (down 1-pt), and
Magellan has fallen to third place with just 4% (down 2-pts).

Corporate GPS Trends

In our February 11-15 corporate buying survey, Garmin is also the
dominant leader with a hefty 58% share of the corporate GPS
market. That’s a full 11-pts higher than the previous corporate
buying survey in November 2007.

Magellan also gained some corporate ground since the previous
survey (12%; up 4-pts), even as TomTom’s numbers have fallen to
9%, down 3-pts since November.

Going forward it’s more of the same, as Garmin is dominating
planned corporate GPS purchases for the 2nd Quarter with a 56%
market share That’s a huge 10-pt jump since November.

Magellan takes second with 10% (up 2-pts), while TomTom limps in
at 5% (down 7-pts).

Best Quarter in History? Now Wait a Minute.

Garmin’s February 20th quarterly earnings call has confirmed our
ChangeWave survey findings, with the company stating flat out
that it was the “best quarter in our history.”

Garmin reported earnings per share of $1.39, on sales of more
than $1.2 billion - a 99% increase from a year earlier, with
profits up an impressive 70%. Analysts had projected earnings of
just $1.12 per share. To top it off, the company stated that its
outlook for the rest of 2008 remained strong.

So with all that good news, you might wonder why Garmin’s share
price took a big 20% hit in the weeks immediately following their
quarterly earnings announcement. Or why Garmin’s stock price is
now down nearly 60% from its 52-week high.

According to Wall Street analysts, the combination of
significantly lower profit margins for Garmin (down more than
15%) and a retrenchment in U.S. consumer spending has undermined
Garmin’s stock price. In addition, Garmin's average unit selling
price dropped precipitously last quarter, and their CFO recently
predicted it will drop another 20% in 2008.

Another factor is the continued slowdown in U.S. consumer
spending. Our February survey found an astonishing two-in-five
U.S. respondents (39%) saying they’ll spend less over the next 90
days than they did a year ago - 5-pts worse than our January 2008
survey.

The decline in spending is occurring across all income levels.
But most ominously - not only for Garmin but for the entire GPS
devices industry - the survey showed consumer electronics
spending in the midst of a major slowdown.

To put this in perspective, it’s the weakest outlook for
electronics spending ever recorded in a ChangeWave survey.

Given such a slowdown, it’s understandable why Garmin and so many
other high flying electronics stocks have had an extremely rough
go of it lately. But despite shrinking profit margins and an
extremely tough consumer spending environment, our latest
ChangeWave surveys show Garmin is gobbling up share in the high
growth GPS market.

The verdict is out on whether Garmin can return to its previously
lofty heights - but it’s a company investors should be watching
closely. 




---------------------------------------------------------------------
The ChangeWave expert research network is composed of 15,000 
highly qualified professionals. Members are surveyed weekly 
on a range of topics, and ChangeWave converts the findings 
into proprietary reports.  For more ChangeWave GPS findings,
go to http://www.changewave.com/gps. To receive ChangeWave 
technology alerts, go to http://investorplace.com/order/?pc=9PR708


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