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


To: arun gera who wrote (2478)5/12/1998 10:58:00 AM
From: George T. Santamaria  Read Replies (1) | Respond to of 3506
 
To all on this thread:

I am having great difficulty with this thread because it seems to be so preoccupied with news minutiae that has little to do with the progress that Trimble is making toward becoming a more profitable company with respectable margins. TRMB has a cheap P/S ratio and it looks as if it's destined to stay that way.

Stepping back a bit, I am frustrated with the way that Trimble, a tech company with a diversified portfolio of products and considerable history of manufacturing, still has a spotty track record when it comes to keeping earnings in the black, much less achieving stable earnings growth.

Having averaged up the stock for almost three years, I've only experienced losses. Charlie Trimble has done nothing for me and it's not clear from all of the news releases that he's doing anything but gettting the company more involved in marginally profitable activities. I don't see a successful strategy at work here. In fact, I don't see industry leadership emerging from years of trying to grab market share at the expense of margins. Am I missing something here?

Rather than examine every new gadget or patent, we ought to refocus this thread on the key issues that investors should be concerned with.