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

To: SKIP PAUL who wrote (2231)	2/24/1998 12:24:00 PM
From: Richard Singer	Read Replies (1) \| Respond to of 3506

Skip- This seller at 20-21 continues to frustrate. Positive developments seem to do nothing for us these days. I guess we're going to have to see some additional progress on the bottom line? Richard

To: SKIP PAUL who wrote (2231)	2/24/1998 6:08:00 PM
From: David	Respond to of 3506

Are we seeing improving fundamentals? (1) The Microsoft deal promises the potential for TRMB to increase its 30% presence in the car navigation market. And Trimble is talking to Intel, as well. (2) The 4800 surveying line maintains Trimble's dominance in this area. (3) Thunderbolt is getting accepted by major players in the new (to TRMB) telecommunications market. (4) And now we see this new AVL product. (5) Meanwhile, agriculture and mining, and aerospace look good. If we could only get better accountants in management!

To: SKIP PAUL who wrote (2231)	2/24/1998 11:47:00 PM
From: Rubble	Read Replies (2) \| Respond to of 3506

It's hard to be excited about TRMB product announcements when the stock is still 20% off the recent highs it hit. Wall Street doesn't understand products...it only understands numbers. If TRMB had included an estimate on the number of units of its new product that it would sell, along with the approximate sale price, I'm certain TRMB would have realized more lasting gains. ...meanwhile, TRMB has been down lately because Alex and I have been shorting it aggressively, and using the gains from the decline to increase our FTRK holdings :)