Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yin Shih who wrote (2306)	3/9/1998 6:19:00 PM
From: David	Read Replies (1) \| Respond to of 3506

I also think that Trimble won't see 50-60% annual growth over the next couple of years. The car navigation market won't be explosive for a couple of years, and I don't see the telecommunications side ramping up quite that fast, either, with E911 not due until 2001. However, if TRMB is moving toward selling intellectual property in reference designs, it may enjoy better margins and a richer price to sales ratio than Skip is using. But I see that a little further out. By the way, to correct myself, I've just uncovered some information that Orbi has product in the Japanese market. I still promise a table, later.