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Technology Stocks : KVH Industries, Inc.
KVHI 5.970+1.4%Oct 31 9:30 AM EDT
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To: Sector Investor who wrote (1339)7/23/2002 12:18:10 PM
From: robert b furman  Read Replies (1) of 7249
 
Hi Sector,

Great effort on the transcript -I've listened to the call twice now.

With regard to the most recent sensor announcement.Over on the Yahoo thread it was referenced that Martin said revenue would be 6-9 months out after announcement.

I suspect that electrical engineering blueprints design in the sensors.This will probably be a phase in which includes new construction and perhaps rebuilds.

In that is is less expensive to do vs the old technology it will provide better capabilities and cost savings.That should get it into the mainstream way of doing things quickly but yet an engineering lag.

ABB would certainly be the right spot to begin widespread implementation on a global basis.

As I recall Martin said the electrical industry has very accurate sales data and the replacement market for the old technology was well known ( I thought he said 500 million).

If as in the antennae business the aftermarket is the first place to wins sales - I wonder if the replacement of damaged transformers wouldn't yield the first actual sales?

If there was a retro kit that saved money by installing the sensor vs replacing transformers - we might see revenue before year end.

I'm guessing that is a question the FOG facility could best answer.

Great news none the less.

03 is shaping up to be a very cash flow rich year.

Past growth accelerating with RV antennaes. PLUS new products for low profile antennae and current sensor a reality .

Now to get in the black - a major milestone - that just an order or two from defense will push us over.gg

Bob

Thanks for all your hard work.
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