It looks like John's post on Aug 28, 2003 is coming true. Microsoft's stratagy seems to be very well thought out.

First Microsoft encourages fleet tracking companies to grow the market.

Second they add confusing language to the EULA which seems to restrict use for Tracking. (But they don't seem to enforce it. Hmmm, I wonder why?)

Third, they come out with a product that is directed right at business users, which is the core business of the fleet tracking companies.

Finally the coupe de grace, (this is my guess) Microsoft targets Fleet Tracking companies clients. (They even know who the MapPoint users are.) They starts enforcing the EULA and within 1-2 yrs, they are the only company left providing fleet tracking with MapPoint.

Ever feel like you've been taken?