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Technology Stocks : KVH Industries, Inc.
KVHI 7.534+3.4%3:59 PM EST
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To: Sector Investor who wrote (524)8/7/2000 8:40:49 AM
From: robert b furman  Read Replies (1) of 7249
 
Hi Sector ,

Nice work on your projections.

It is easy to pick apart estimates.I will offer two thoughts as I thank you for sharing your excellent work.

Unlike last quarter where communication sales were too high,I think future quarters will grow faster(at least in Q 1 01 and on)as Trac Vision catches on in the European markets. This probably doubles the size of the market(perhaps more).

To offer the product in Europe is a larger technological feat, as more Satelite systems are utilized and it is harder to manage switching satellites seamlessly.

Once past startup, the same momentum of growth in Europe should really double the sales rate initially.

I would think that at a certain volume,Selling,General Administrative would stabilize with 20-25% being a max - if they manage expenses.

Just some thoughts that quite frankly allow you to stake your claim: "that your estimates are conservative".

Add to that the current sensor sales, which will be with large utility customers(big purchases over long time frames -I 'm guessing that's how it will work) and the earnings will justify a 2 for 1 split not too far down the road.

Powerful just plain Powerful !!!!!

Thanks again for your excellent work.

Bob
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