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Technology Stocks : Trimble Navigation -- Ignore unavailable to you. Want to Upgrade?

To: David who wrote (1848)	11/16/1997 2:41:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 3506

Your math is pretty accurate. Trimble is very leveraged in its operations. My estimate is that Trimble can go upto $400 million in annual revenue without significantly increasing its overhead. Gross margins in commmercial systems are very high because of all the softawre and firmware that goes into the products. Don't forget that two yellow boxes one quarter the size of a bread box with a bunch of IC's sell for the price of a Lexus 400.

To: David who wrote (1848)	11/17/1997 7:10:00 PM
From: arun gera	Read Replies (1) \| Respond to of 3506

Potential of Trimble Timing Solution Odetics got another order from Korea for GPS timing solution. Total of $19 M in last 1 year. How big is the US market in comparison to Korea? Here is the newswire (excerpt): >> Odetics Telecom today announced additional orders from LG Information and Communications, Ltd. (LGIC), totaling more than $3 million, for K-Star II and PCS-GPS wireless synchronization systems. Odetics Telecom products are used in CDMA base station applications to synchronize South Korea's digital cellular telephone systems and newer personal communications systems (PCS). "Odetics Telecom has received approximately $19 million in orders from LGIC since October 1996," explains David Scheel, general manager of Odetics Telecom. "These continuing orders reflect LGIC's confidence in Odetics Telecom as both supplier and partner in their expanding business." LGIC's products are well established in South Korea's cellular networks. LGIC's growing CDMA and PCS networks rely on Odetics Telecom's K-Star II and PCS-GPS technologies to provide wireless synchronization in each base station, assuring reliable operation and reducing dropped calls.>>