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

To: David who wrote (2351)	3/19/1998 2:03:00 PM
From: Jamse	Read Replies (1) \| Respond to of 3506

Looks like possibly more of the same thing from last quarter. How long is the government contract going to be an excuse for poor earnings. Can anyone confirm Charlie's sale of 20,000 shares, that is not particularly heartening? I own a boatload of this stuff and don't want to take the ride that I did last summer!!!!!! ......and the Trimble saga continues.

To: David who wrote (2351)	3/19/1998 4:00:00 PM
From: Richard Singer	Respond to of 3506

Today my broker related that S&P Outlook reiterated their buy recommendation on TRMB. Perhaps that's why the 'big rally' today? Richard

To: David who wrote (2351)	3/19/1998 5:37:00 PM
From: Elvis Jones	Respond to of 3506

David / All TRMB, In my weekly screen for prospects (using AIQ), I came up with only 1 buy candidate last week, TRMB @ 18-5/8. Like IDX, TRMB may hang below that level some before moving higher. I may actually buy some of this and argue with my broker whether or not it was solicited (lol). Happily Following TRMB, Duke

To: David who wrote (2351)	3/22/1998 1:17:00 AM
From: John McCarthy	Read Replies (1) \| Respond to of 3506

David - Hi - sorry I have not posted more. I got SSR yesterday. Here goes: (1) SSR sees 98 earnings at $0.81. (2) Their full yr. price target is $24.00 (3) They reported that Dennis Ing was at the Schroders Second Annual Earnings thingie, here's what he said: (a) 1997 GPS market $5 billion ; 2000 GPS market $8 billion (b) TRMB is "stressing" the "in-vehicle navigation market" and their tie in with Microsoft and Intel (c) Cat/John Deere gave them 97 sales of $7.8 mil. (d) This will double in 98. (e) TopCon sought out Trimble - their delighted. (f) Will expand Trimble labs; now have 162 patents. (g) TRMB most important problem:Volatile Earnings. (h) Mr. Ing seeks to reduce SG&A ; increase service revenue ; and increase sales of software applications as a way to smooth out earnings. (i) 1999 Goals: E.P.S. $1.50 ; GM% 54 ; R&D% 12 ; SG&A% 28 Thats it. Regards, John