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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: unclewest who wrote (761)	3/16/2001 1:09:54 PM
From: RobertSheldon	Read Replies (1) of 7249

does anyone know how competitive kvhi's optical products are to corv, avnx or lumera? (a mvis subdivision) You can shove a Powermux (AVNX) in front of the in-fiber modulators and do away with all sorts of "optical chips" (from BKHM, NUFO, and some emerging companies) and increase lambdas while utilizing very high data rates (>200 Gbps - existing materals limit the high end to 40 Gbps). This certainly gets in the way of Gilder's "wide and weak" paradigm. It should be renamed "wide and high" - I have spoken with him about this and they have visited KVHI. (I'm sure this will fly around the net and it will turn into GG wants to put it on his list - that's hooey) As you probably already know, AVNX basically obviates CORV's 160 channels. Lumera's shortcoming is that they do not have a good path to market. KVHI has its fiber, existing products that will be integrated with the new polymers for greater performance and established relationships. In short AVNX needs KVHI and AVNX surpasses CORV. Hope this helps. The cat is out of the bag.

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