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Technology Stocks : Trimble Navigation

TRMB 83.90

+0.5%

9:30 AM EST

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To: David who wrote (2632)	7/24/1998 3:22:00 PM
From: Yin Shih	Read Replies (1) of 3506

<<Don't you get the impression that for the stockholders, somehow, this time it is different? >> If you mean that even long-term stockholders are becoming discontented, then yes I agree it is different. I notice on this board a lot more skepticism and a lot less tolerance than in the past even from "old faithfuls". <<We do appreciate the long term game plan, but we are really tired of fumbles near the goal line. Good quarterly reports will follow good business execution -- management of inventory, capacity, and other overhead. It is not too much to ask.>> Exactly. The ingredients are there, but the final results depends on consistent execution. If TRMB wants us to believe that continuing high reinvestment in R&D is the right strategy (which I do believe) they also need to show us that they have the skills to generate profits from that continuing reinvestment down the road. Right now that means good execution without surprises 2 weeks before the end of the quarter every other quarter.

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