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Technology Stocks : Trimble Navigation
TRMB 67.60-1.1%Jan 30 3:59 PM EST

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To: arun gera who wrote (2333)3/15/1998 9:16:00 AM
From: David  Read Replies (1) of 3506
 
The SGS-Thomson new chip may have been necessary to correct an erosion in market share.

I haven't been able to confirm this, but I believe that ST supplies Japan Radio Corporation with GPS engines. JRC supplies Alpine, which had supplied Bosch before TRMB snagged Blaupunkt (Bosch). Alpine has suffered a decline in units shipped last year from 160,000 to 120,000. According to reports, this was due to a stale product. The new chip should, obviously, be more competitive.
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