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

To: Hockeyfan who wrote (2429)	4/16/1998 10:12:00 AM
From: David	Read Replies (2) \| Respond to of 3506

Margins may be a little better than they look . . . Trimble indicated in the last conference call that year to year margin comparison for this quarter would suffer a bit, partly because last year they deferred some ordinary expenses out of the quarter. Revenues were up over even Skip Paul's guesstimate. Not so bad, overall.

To: Hockeyfan who wrote (2429)	4/16/1998 10:32:00 AM
From: Richard Singer	Read Replies (1) \| Respond to of 3506

<<What correspondence business school did you get your diploma at? The margins may be weaker than last year, but they are still up from the last quarter.>> Get off my back, J.Saf. I saw the report as positive, as well. But my reference to margins was a RELATIVE one. And relatively speaking, margin was a bit disappointing. The only public statement of earnings expectations was 11 cents.....Trimble did 8. To help you to understand this.....8 is less than 11.....thus my use of the word 'disappointing' The other big word I used was 'relative'. This word describes the comparison of two similar things, in this case Q1, '98 to Q1 '97. That being said, I am LONG...very LONG TRMB, and plan to be so for the LONG haul. And with over 30 years of investment experience, I don't need an accounting lesson from you, thank you. Best of luck, Richard