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

To: David who wrote (1934)	12/5/1997 1:18:00 PM
From: Robert A. Sutherland	Read Replies (1) \| Respond to of 3506

When Trimble went public in 1990, they had already shed their (unprofitable) marine LORAN product-line (having been clobbered by MicroLogic), and all product was GPS based. Within the last 2-3 years, Trimble has ventured in to INMARSAT and AMCC terminals (communications). They no longer depend soley on GPS technology and are not a "pure-play". I was being somewhat glib :-).. but Trimble may need to re-assess its R&D projects to make sure they support new product development in a timely enough fashion to counter Magellan in those areas Trimble chooses to compete in. This could range from "no-effect" to "buy someone".. my guess is it will only have moderate internal scheduling effects. The only major issue may be in the ORBCOOM area, as Magellan enjoys a monopoly here. The question is.. will the ORBCOMM system be accepted fast enough for Trimble to become interested and field a product.