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To: David who wrote (2510)6/11/1998 6:54:00 PM
From: Jamse  Read Replies (1) | Respond to of 3506
 
I'm not impressed with Individual Investors performance. I subscribed to the magazine for two years. Time to back up the truck!



To: David who wrote (2510)6/11/1998 10:38:00 PM
From: Amsterdam  Read Replies (1) | Respond to of 3506
 
I sure hope so. I have owned Trmb for three years and it's performance has been really poor. It's one of those companies that just can't seem to execute on earnings even as it grows revenues. But I hang onto it because it has seemed so close so many times, and has made a couple of good runs, but I'm really losing patience. Thank you for the good analysis which I agree with except in relation to capacity issues. Trmb has been singing the capacity blues for three years now and I'm not buying it anymore. I don't see how building additional capacity would substantially reduce manufacturing costs. Normally a limited supply allows the vendor to increase the price, expanding capacity will increase gross revenues and overall profits, but margins should shrink. Besides they've had a few years to bring additional capacity online.



To: David who wrote (2510)6/12/1998 2:23:00 PM
From: SKIP PAUL  Respond to of 3506
 
David, I completely agree with your analysis. I believe even more strongly them ever before the company is doing all the right things to position itself for the still emerging GPS market.

The company is the dominant player in the markets that are here today, and positioned to play strongly in the markets that are coming soon.