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To: Qualopec who wrote (2305)	3/9/1998 4:47:00 PM
From: Yin Shih	Read Replies (1) \| Respond to of 3506

3 years of 25% growth, the approximate current rate, starting from last year's $280M would put TRMB at $550M in annual sales. So meeting Skip's $1B number would require a significant acceleration in growth rate, from 25% to about 50-60%. The question would be where that acceleration would come from. There are only few markets with that kind of huge growth potential. I've mentioned why I don't think general/commercial avionics is that kind of huge contributor. It's not likely that survey is either, though cheaper GIS is probably creating some new customers in the real-estate and resource management field and elsewhere. Auto PC? Integrated cellphone/GPS? AVL? Property tagging/location? What else is there that can add 1M to 5M units at $50-100 per unit to TRMB's top line in 3 years? I'm assuming that it has to be something that is so cheap and potentially ubiquitous that millions will be wanted, as expensive items usually don't sell in those quantities nor their markets grow that quickly (except possibly smart cannonshells and bombs that could tolerate moderately higher pricetags). On the other hand 5-6 years at 25-30%, a comfortable and proven growth rate, gets to $1B+ also, just requiring more patience.