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

To: Robert A. Sutherland who wrote (1922)12/4/1997 4:26:00 PM
From: David  Read Replies (1) | Respond to of 3506
 
Do you think that Trimble has fixed its management problems?



To: Robert A. Sutherland who wrote (1922)12/4/1997 10:24:00 PM
From: SKIP PAUL  Read Replies (1) | Respond to of 3506
 
Most of the valuation that Trimble has generated is in new products for new business lines (such as avionics, timing marine mapping etc) through their $240 million in R&D expenses. That number does not show up in shareholders equity but you can bet it will show up in future earnings to the tune of 5 times.



To: Robert A. Sutherland who wrote (1922)12/6/1997 7:37:00 PM
From: David  Read Replies (2) | Respond to of 3506
 
Do you think that Trimble's historic problems have kept away other GPS IPO's, and that this has ultimately worked, accidently and a la new Coke, to its long term advantage?


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