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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 (413)4/22/2000 2:17:00 AM
From: akmike  Read Replies (1) of 7249
 
Your model does a good job of showing the potential if the execution happens. I have been in another company (VARL) which cut its teeth as a military component contractor and has learned how to successfully transfer the technology to the commercial sector. It can be very stimulating for management and very profitable for stockholders when they realize that good products and marketing combined with manufacturing expertise will yield much more explosive returns than defense contracting. VARL went into the wireless basestation component market from a standing start 4 years ago and today has captured an 85% share and has a customer list that is a who's who of wireless communications.Nokia,Motorola,Ericsson, Lucent, Alcatel (Newbridge-Stanford Telecom) Netro, Adaptive Broadband.
Best of all they have generated 55% gross margins and brought 15% to the bottom line, all the while preparing to get into the 3G handset business. Take a listen to their cc on Monday afternoon and you will get a feel for what KVHI could do with their developing product lines as the satellite technology catches up with technology they've developed.
On a different subject:
Wouldn't KVHI's 2-way broadband mobile product be a great application for commercial aircraft? You would just need a pipe to the seat along with a plug-in for the traveller's laptop. As close as they put the seats today it wouldn't take much fiber to pipe the plane from the antenna to the seat.
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