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

To: Jamse who wrote (2417)	4/12/1998 9:59:00 PM
From: David	Read Replies (1) \| Respond to of 3506

Interesting SI post saying TRMB has a shot at Lucent timing business: www4.techstocks.com David Jamse -- I think a recent post had TRMB citing precision business last year at about $8 million in revenues. Not yet significant for earnings compared to other markets, but apparently growing well.

To: Jamse who wrote (2417)	4/13/1998 1:02:00 AM
From: arun gera	Respond to of 3506

GPS Chipset Growth Projections The world market for Integrated Circuits employed in wireless communications devices is expected to grow from $5.3 to $13.7 billion by 2003, according to a new report. The report, "Communications Integrated Circuits: Global Wireless Markets, Technologies & Forecasts" is about to be released by Allied Business Intelligence, Inc., an Oyster Bay, New York telecommunications consultancy. ICs used in cellular telephony will continue to represent the lion's share of the market, particularly in the short term, but the largest growth segment will result from Global Positioning System chipsets and less dominant digital cellular standards such as Code Division Multiple Access. Growth rates from Local Multipoint Distribution Systems, which are just coming to fruition, and satellite sectors are also expected to be high. But the reason the growth rate in these segments is so high is because they are evolving from almost zero dollars. The myriad of wireless devices running on a diverse number of standards means chipset solutions supplying these variants will face different levels of success during the 1998 to 2003 time frame. Providers of IC chipsets for GPS receivers will see as high as a 50% growth, annually. The advantages of chipsets -- which include installation onto existing motherboards, flexibility, low power consumption, and cost -- will make them particularly attractive in the GPS segment since most growth will be in the form of embedded applications. GPS chipsets are expected to replace board level solutions.

To: Jamse who wrote (2417)	4/13/1998 4:40:00 PM
From: SKIP PAUL	Respond to of 3506

With only one analyst on the board at 11 cents for the quarter, chances for a positive surprise are pretty good. My guess is $72 to $75 million in Rev. and 14 to 20 cents in earnings for the quarter. Good luck to all

To: Jamse who wrote (2417)	4/17/1998 1:17:00 PM
From: Jamse	Read Replies (2) \| Respond to of 3506

To all: There was an interesting article in PC World (May 1998) about the use of GPS with portable computers and PalmPilots. Etak's SkyMap and Delorme's Tripmate were featured. I don't think Trimble has a relationship now with Etak, but what about Delorme? I wonder how big the market potential is for these systems? The cost is relatively cheap $300 for the Sky Map Pro and $150 for the Tripmate. Here are the links for the systems: etak.com delorme.com There was also an article on Mapping software featuring 7 different software suppliers. According to the article all 7 can take a GPS receiver "preferably a separate, high-end model that's better at finding signals". Sounds like they need a Trimble GPS engine. I listened to the conference call. Looks like we will have to wait till next quarter for an improvement in earnings. It appears that Charlie is working on increasing productivity and efficiency. Downside risk appears to be minimal here. I bought back the shares that I sold a couple of weeks ago at the same price. Both feet in again! Hopefully this will be the beginning of the steady rise we have been waiting for. Thanks to everyone for the great posts, jamse