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Technology Stocks : Trimble Navigation
TRMB 71.19-0.4%Jan 23 9:30 AM EST
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To: Angelo J Cici who wrote (2278)3/6/1998 1:52:00 PM
From: Yin Shih  Read Replies (1) of 3506
 
<That's like saying that DELL is going out of business because
IBM is the computer leader in the industry...>

Not exactly.

1) ORBI GPS engines not being selected will not put it out of business, so the statement you were commenting on was not as strong as you imply.

2) IBM and DELL sell to millions of customers. With that many customers there is always room for alternate choices. There are 3 US auto manufacturers and there a handful of aftermarket equipment manufacturers. ( And a number of such aftermarket manufacturers are Japanese or European who have already selected Trimble.) It is a lot easier to be frozen out of a market of less than a dozen buyers.

Yin Shih
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