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Technology Stocks : KVH Industries, Inc.
KVHI 5.970+1.4%Oct 31 9:30 AM EST

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To: robert b furman who wrote (1224)5/27/2002 3:45:50 PM
From: John Pitera   of 7249
 
Hi Bob, I'm very impressed with the great organizational approach and the level of research this group has been doing. You've done extremely thoughtful work on COHU, KVHI and a few others from what you've shown me.

I've got 2 small cap stocks that I've followed in depth for the Past 3-4 years and I'll have to remember to mention those this coming week. Each of these companies could see a tremendous expansion of their marketplace and their marketshare. And since they are small caps they have lots of leverage to pass growth through to the bottom line earnings statement.

I'll give a link to another thread so that we keep this thread focused on KVHI and the sector.

I had a very pleasant time at your place. You and the Mrs. are definitely "good folks". Thank her for her hospitality.

I thought more about her concern about profiting from a War, and I have fairly fully developed thoughts on this topic.

John
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