The market is overreacting. Standalone units are just much more accessible to a larger mainstream audience that doesn't have a $200 SmartPhone and a $30/month data plan. The hardware isn't rugged enough to replace many applications of standalone GPS units. The reliance on cellular data is completely unrealistic in a fleet environment for example where you might have hundreds or thousands of units deployed. It's fundamentally limited by SmartPhone hardware -- screen size & battery life. I suspect it will be popular among a certain group of people who already have SmartPhones, car chargers, data plans, etc but that's a fraction of the total GPS market.