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

To: David who wrote (1857)	11/19/1997 6:41:00 PM
From: DragonBoy	Read Replies (2) \| Respond to of 3506

What move this jet today? up 1 1/4 while NASDAQ fall. HMMMMMM more timing receiver? or up coming quarter earning upbeat. COUGR delay (hehehe), it did not move the stock down, now it will only help with 4Q earning but let's not delay it again eh.

To: David who wrote (1857)	11/22/1997 5:55:00 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 3506

Whatever the overall size of the timing synchronization market it represents significant upside for Trimble. Trimble used to sell just the components on an OEM basis which sold for about 10% of the integrated synchronization product such as the Thunderbolt. Trimble is currently by far the lowest cost producer of timing products and there is no reason that I can see that they wont grab large market share. Is $75 to $100 million in timing sales possible in 1998? I think yes.