KVH Industries, Inc. Message Board

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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: voop who wrote (866)	7/19/2001 8:28:00 AM
From: robert b furman	of 7249

Hi Voop, Thanks for the link. I checked it at about 6:00 a.m. and it wasn't loaded yet. This is a wrong way to look at a company,but given the huge commitment made to R&D, and in light of the private placement, here goes: Their business is up 10 for satellite products vs last year(last year sales were up huge so the momentum continues) Sales are up 36% in fog and a year ago fog was what was keeping us in the red.So fog now is the revenue driver. All in all,take out R&D and the company would be in the black.That would've been a major win last year.I know you can't take out R&D as it is a requirement of any tech comp.. Looks like the chemical clean room in Tinsley Park takes out any conversation of having a conflict with Lumera for claiming any income on Mr Dalton's proprietary chemical/plastics utilized within the "active fiber". Lastly I'm impressed that Kvhi might have a Phase Array that will be available for use on automotive application by the end of the year.This is one of those gizmo's that I just can't even guess how it works.A live phase array that can capture a signal from a satellite and is only 1 inch above the roof of a car.I'm guessing it uses fiber and is a circle configuration that tracks as a vehicle turns.How something that flat can attract and capture a dbs signal - well I've just got to see it to figure it. That's what I love about this Company. They challenge my imagination with science.Then when they finally accomplish it - the quality is flawless. When I visited the R.I. facility,I asked the production manager how they handled warranty - He vapor locked for about 5 seconds. He finally said "I don't think we've ever had that happen". I loved it. EXCUSE ME - I'm just a General Motors Dealer and they don't quite yet have me thinking 6 sigma.I was humbled to not be where they are. Combine equity capital, with Kvhi scientific inovation - add a dose of patience and we've got capital gains. You just have to believe. Bob Edit:Not too many companies have more than tripled their backlog over the last year either- that IS STRONG in anybody's book(14.6 million in 01 vs 4.6 million in 00)

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