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

To: David who wrote (2031)	12/28/1997 9:25:00 AM
From: Altaf Amin Jadavji	Read Replies (1) \| Respond to of 3506

GPS is really is really taking off in terms of awareness of it which I suppose correlates with its increase in applications. The new Bond flick, Tommorow Never Dies, has a significant GPS twist in storyline as well as Clancey's recent book "Politica". Regards,

To: David who wrote (2031)	12/28/1997 6:31:00 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 3506

Trimble has about Eleven distinct business lines. In my opinion the major drivers of growth in each of these business lines during 1998 will be: Land Survey: 4800 system, Topcon deal, Japan opening up, Expansion of uses, GIS/mapping: RTK mapping ability, universal satellite DGPS correction. Precice positioning: caterpillar relationship. Early adopters and innovators will start using in agri, mining, and construction industries. Marine Survey, hydrography etc: Marine oil & mineral exploration, continental shelf mapping, DGPS Beacons. Automatic Vehicle location and tracking: GMDSS, Public Safety and transport, Commercial shipping, prisoner Aviation: Free flight Military: Lockheed, CUGR In Car Navigation: Availability of digital maps and other information, big price drop, Timing: Wireless growth, Internet growth, video networks. I expect to see contracts with major equipment vendors. Embedded GPS OEM: Lower power requirements, miniaturized size. In my opinion the largest growth will be in land survey, military, mapping, timing, AVL, precise positioning, and avionics. In Quarter 4 97 I am expecting about $80 million in sales and 30 cents per share in net Income. Calendar 1998 should be $350 to $400 million in sales and $1.50 per share in earnings. The main difference this time around is that there are so many new markets that are driving growth.