KVH Industries, Inc. Message Board

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Technology Stocks : KVH Industries, Inc.

KVHI 5.990

+4.1%

3:59 PM EST

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To: akmike who wrote (395)	4/20/2000 7:52:00 PM
From: Sector Investor	Read Replies (1) of 7249

<<In short-What is not to like?>> Besides the low price you mean? <g> Still, that makes for further good accumulating. I forgot two areas mentioned in the Conference Call. SATELLITE TV AND INTERNET VS TERESTRIAL FIXED WIRELESS A question was asked to comment on this. They stated that the economics strongly favor satellites, and that it will be the "preferred technology" for the foreseeable future., where one satellite can cover an entire continent, providing 300 or 500 TV channels, without have to build out a terrestrial infrastructure. They said that terrestrial technology to match that is "virtually impossible". They said that satellite technology is just as viable, and is not subject to loss of coverage when you leave cellular zones. The current constraint is the service, not the hardware. KVH is looking to either provide the service themselves or combine with a service provider. They are not ruling out a Joint Venture with a service provider. POTENTIAL IN THE AUTOMOTIVE MARKET The question was asked if KVH might possibly be a player in the Onstar system with GM. The response was there is a possibility "not in the near term" but in the long term as part of a package that's available from the factory, like in the RV market. First through back seat video and onboard Internet Since Onstar is cellular based, it is not a fit not, but satellites can provide all the content that cellular based system can.

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