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Technology Stocks : Trimble Navigation

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To: David who wrote (2510)	6/11/1998 10:38:00 PM
From: Amsterdam	Read Replies (1) of 3506

I sure hope so. I have owned Trmb for three years and it's performance has been really poor. It's one of those companies that just can't seem to execute on earnings even as it grows revenues. But I hang onto it because it has seemed so close so many times, and has made a couple of good runs, but I'm really losing patience. Thank you for the good analysis which I agree with except in relation to capacity issues. Trmb has been singing the capacity blues for three years now and I'm not buying it anymore. I don't see how building additional capacity would substantially reduce manufacturing costs. Normally a limited supply allows the vendor to increase the price, expanding capacity will increase gross revenues and overall profits, but margins should shrink. Besides they've had a few years to bring additional capacity online.

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