Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David who wrote (2612)	7/20/1998 5:09:00 PM
From: arun gera	Read Replies (1) \| Respond to of 3506

Who is gone? Who needs to go? With David Vaughn, most of the top management that profited from the last secondary offering has left. Chuck Joseph and John Barnett left a while ago. Only James Sorden is left and he sold off a lot of shares last quarter. Is he also preparing to move out? Need fresh blood that would like to profit from stock options. Michael Gagliardi has moved in, but has not been able to solve the aviation division's problems that he inherited from Bruce Alspach. There is no point in following hundreds of news reports and GPS articles. It does not help the stock price. And it does not seem to give us any edge in buying the stock. Barbara may be wonderful in responding to our enquiries. But, we will keep getting these bombshells about the failings of one sector or another. And the news will always be too late to react to. Let us get Management Centric if we are going to remain in this stock. Which business is weak, which business is doing well. Who is in charge? Get some accountability. Ask the chief of the aviation sector, what is wrong with his business that it has eaten up all the quarters' profit. What is the deadline for fixing the problem? Hasn't this production problem been going on for about a year? Even if we count the $5 million that have been pushed to the next quarter, the growth rate for the quarter would have been less than 20 percent? What happened to the 25-30 percent top line growth. Why does Trimble keep missing its growth targets? You miss your growth target, you miss your bottom line targets by a wider margin. The problems in manufacturing continue. What Manufacturing Resource Planning model are they using? Weren't they changing their MRP model? How is that progressing? Is the capital cost of changing over to the new MRP model been included as one-time expenses in the current quarter or has it been capitalized? Arun