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


To: Step1 who wrote (2618)7/22/1998 5:09:00 PM
From: David  Read Replies (1) | Respond to of 3506
 
Here's the quarterly conference call details, per Trimble IR:

Replay of analyst call should be available tomorrow morning by about 11:30 a.m. and remains available for 48 hours. The call-in number is (800) 642-1687 Code 271965.

David

PS -- Stephan, I haven't looked back at my post, but my recollection is that Trimble competitors in Japan include Japan Radio Corp., Matsushita/Orbital, Rockwell, and a couple of others. I'll try to post again on this. If you are trying to determine market share in 2001, based on today's regional shares, I think TRMB has about a share between twenty five and thirty percent in Japan, at least eighty percent in Europe, and very little currently going on the US outside of the upcoming Microsoft deal. I expect TRMB to lose a little in Europe, simply because there's more available downside than upside, and gain significantly in the US from Auto PC. Japan is extremely hard to read from the public record.



To: Step1 who wrote (2618)7/22/1998 6:01:00 PM
From: David  Respond to of 3506
 
Here's my earlier post on the Japanese car nav market:

www3.techstocks.com

I said there that I thought Trimble's share was in the low twenties. It is probably higher; Pioneer is the leading Japanese distributor, and there may be more Japan and less Europe in the global mix than I had thought. Anyway, TRMB's Japanese share is certainly in the twenties, and up there with any competitor.