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


To: David who wrote (2723)8/25/1998 4:30:00 PM
From: arun gera  Read Replies (3) | Respond to of 3506
 
Snaptrack - Will it take the wireless positioning market?

I don't know much about Snaptrack, but they definitely have a good PR working for them.Must have some smart and well connected venture capitalists behind it, as it has been funded by the TI,H&Q fund, among others.

The question is - where is Trimble in its development of an OEM solution for the wireless market? The GPS association's projections for the future size of GPS markets included a very large component for the wireless positioning market. How much will go to Trimble? Has Trimble already lost the race to Snaptrack (or Sirf)?

Arun



To: David who wrote (2723)8/26/1998 4:28:00 PM
From: SKIP PAUL  Read Replies (1) | Respond to of 3506
 
David,
I have not quite digested the article. I will be happy to post my thoughts on it when I'm done. However, we all know there is considerable "economic cash flow" (as defined in the article) at Trimble that is reported in R&D and SG&A.