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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 (1526)	11/4/2002 6:49:19 PM
From: dvdw©	Read Replies (1) of 7249

Ahhh yes; the phased array antenna, or if you will the next critical component in WLAN Applications. Beam forming and focused arrays are the new buzz words, just watch. This stuff has big legs as we'll begin to see in due course. All this rotation forecasts the result, new technology raising the ante and shifting the benchmarks of performance across a wide ranging IP network. The KVHI Fiber shoe is another one yet to drop,as Sector is qualified and if he's willing to present it's evolution in a way that makes it clear, he should do so. Many iterations of MUX and transceivers can be beneficial partners with KVHI in this area. VERY exciting stuff. Dont expect lightreading or trade rags to be honest about any of it, some big money still needs time to flee ( distribute) some areas that will be disrupted by newer and better stuff. Wire line systems are toast ( CAPEX Wise), the 802.1 formats combined with SoftWare radios will make IP telephony the Game to be in. Look at SSPI* as a candidate for a big shift in new applications demand. BE U TI FUL! PS>*But dont look at it before next week.

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