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Technology Stocks : Trimble Navigation
TRMB 68.25+1.0%11:59 AM EST
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To: Todd N. Weisrock who wrote (2039)12/30/1997 3:19:00 AM
From: George T. Santamaria  Read Replies (1) of 3506
 
<.....Not only does Trimble have to temporarily push aside higher margin
commercial products; CUGR has incurred some higher research and
development costs than expected, so R&D expense will jump to close to
$11 million. ...>

Do you know if this Army contract is fixed-price or is it CPFF? Typically, with a CPFF contract, one passes through overruns, however, he does not get his fixed markup. If we are talking a CPFF contract, then the effect of an $11M overrun would be to miss the profit, typically 5-10% that one is entitled to charge. I think that the $0.22 cited on a latter post is a more reasonable figure.

I would treat the IIonline analyst with considerable skepticism because the words on the earnings impacts are his and not Mr. Ing's. The market momentum will tell all tomorrow.
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