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To: David who wrote (2630)	7/23/1998 10:00:00 PM
From: Jamse	Respond to of 3506

All that conversation and warnings you gave on the Datum thread appear to be coming true. What we didn't know for sure was that Trimble was having lunch on them. If I got the number right from the CC, Charlie said the timing market is up 47% and within the next 12 to 18 months they should be in the number one spot. This could turn out to be a big revenue generator. I wasn't to happy with his comment about the slow ramp up of the AutoPC. Beating Rockwell and Ashtech out of the Agriculture business has to be good for margins. The stock seems to be holding at the 13 level. The longer it stays here the less chance for lower numbers. I think I'll buy the rest of my shares back tomorrow unless we get another big correction. From all the conversation about investor payback etc. Charlie sure had to understand where the analysts were coming from. At least he didn't shut the door on us down the road and I thought there were a lot of positive comments about future business "should be some very nice announcements over the next quarter or two". I'm glad I took the time to listen to the call I think everyone should, especially if they are thinking about selling. jamse