KVH Industries, Inc. Message Board

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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: Sector Investor who wrote (411)	4/21/2000 9:50:00 PM
From: akmike	Read Replies (1) of 7249

These comments as I can study it a little more: 1. The revenue ramp is aggressive IMO. The historical communications revenue growth (from a very low base) has been around 70%/annum. This rate could accelerate, but not likely to double. 2. If revenues do grow at this rate, they will certainly have to draw on the line of credit to finance inventory and receivables. Nice problem to have, but not in your model. 3. Military (Navigation) won't show such even, linear growth. (But I don't anything better than your assumption) 4. If your revenue targets are attained the gross margin will be in low 40's by Q4 and mid-40's by Q1-01. 5. Even a reduction of the revenue ramp will show a company generating nice profits in 01. 6. If either the 2-way wireless broadband mobile unit takes off or the electrical current sensor on top of what you are projecting in your model, then we will have a large winner on our hands. 7. In the meantime, the downside is "acceptable"

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