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

To: Jamse who wrote (2372)	3/25/1998 11:52:00 PM
From: Getcher	Read Replies (1) \| Respond to of 3506

Jamse -- 17 1/2 support/resistance line has been a very long-term line for last two years. You ar right that there is solid Short-term support at 16 1/2, but the historic support I see at 17 1/2, coupled with what would happen to the indicators I follow if it were to ride down below 17 1/2 on a close show that this is where I will look to get out. I may let it close below for 2-3 days, but I see it staying above with a quick pop very soon. Strictly TA on this call here and I may very well be wrong! Getcher Any thoughts on Backlog, Sales projections (growth %, $$$)?

To: Jamse who wrote (2372)	3/26/1998 11:45:00 AM
From: Robert A. Sutherland	Read Replies (1) \| Respond to of 3506

> If you don't mind me asking, what is your take on the drop in the > price of the stock? Charlie is after market depth and breadth, and has postured the company firmly in the growth category. This means he plows all profits that he can get away with back into the company, and leaves very little for "surprises". Consequently, the profitability is inconsistant. Trimble has left a few markets because of their inability to be "cost effective" but on the whole they have done a good job at the leading edge of technology This creates a problem, because it infers the inability to carry through to mass market, but it does mean that they can follow the IP licensing route (ala RAMBUS) and extract revenue from their expertise.. engineering technology. If you think about it, they are very much like HP (was?) in this respect. They have to get to very large volume to enjoy significant licensing revenue, however.